Kerry Sourasis
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000230629
- Location
- Melbourne VIC 3000
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 19 September 2017
- First provided advice
- 2000
- Qualifications
- Bachelor of Economics, La Trobe University (1978); Diploma in Education, La Trobe University (1978); Diploma of Financial Planning (DFP 1-8), Financial Planning Association of Australia (FPA) (2003); Margin Lending and Geared Investments, Kaplan Professional (2010); Advanced Self Managed Superannuation Funds, Kaplan Professional (2013)
- Memberships
- Institute of Corporate Managers, Secretaries and Administrators
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kerry Sourasis
Kerry Sourasis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000230629).
Kerry provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 19 September 2017.
The register records 2000 as the year Kerry first provided financial advice. The qualifications listed for Kerry include Bachelor of Economics (La Trobe University, 1978), Diploma in Education (La Trobe University, 1978) and Diploma of Financial Planning (DFP 1-8) (Financial Planning Association of Australia (FPA), 2003). Kerry is recorded as a member of Institute of Corporate Managers, Secretaries and Administrators.
Kerry is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Sourasis a registered financial adviser?
Yes. Kerry Sourasis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000230629.
Which licensee does Kerry Sourasis work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Kerry Sourasis 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.