Kerry Louise Franklin
Financial Adviser in East Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241383
- Location
- East Perth WA 6004
- Licensee
- Australian Financial Directions Pty Ltd (AFSL 344971)
- Authorised since
- 29 April 2017
- First provided advice
- 2000
- Qualifications
- Risk Management and Insurance Planning, FPA (2001); Superannuation and Retirement Planning, Integratec (2003); Margin Lending and Geared Investments, Kaplan (2010); Diploma of Financial Services ( Finance / Mortgage Broking Management), VRQA (2011); FASEA Exam, FASEA (2021)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Senior Australians Equity Release
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Kerry Louise Franklin
Kerry Louise Franklin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in East Perth, Western Australia (adviser number 000241383).
The licensee Kerry advises under is Australian Financial Directions Pty Ltd (AFS licence 344971). That authorisation dates from 29 April 2017.
According to the register, Kerry first provided financial advice in 2000. The qualifications listed for Kerry include Risk Management and Insurance Planning (FPA, 2001), Superannuation and Retirement Planning (Integratec, 2003) and Margin Lending and Geared Investments (Kaplan, 2010). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP) and Senior Australians Equity Release.
Kerry is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kerry Louise Franklin a registered financial adviser?
Yes. Kerry Louise Franklin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241383.
Which licensee does Kerry Louise Franklin work under?
Australian Financial Directions Pty Ltd, Australian financial services licence 344971.
What can Kerry Louise Franklin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.