Kerryn Jane Lancaster
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005853
- Location
- Melbourne VIC 3000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 9 December 2024
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services, Assessment Education Services (2002)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not SMSF
- Register status
- Current
About Kerryn Jane Lancaster
Kerryn Jane Lancaster is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001005853.
The licensee Kerryn advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 9 December 2024.
The register records 2003 as the year Kerryn first provided financial advice. The qualifications listed for Kerryn include Diploma of Financial Services (Assessment Education Services, 2002).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total.
A further restriction is recorded on the register: “Not SMSF.”
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Questions people ask
Is Kerryn Jane Lancaster a registered financial adviser?
Yes. Kerryn Jane Lancaster is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005853.
Which licensee does Kerryn Jane Lancaster work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Kerryn Jane Lancaster give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not SMSF."