Richard Kerkmez
Financial Adviser in Barden Ridge, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003340
- Location
- Barden Ridge NSW 2234
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 2 July 2019
- First provided advice
- 1986
- Qualifications
- Diploma of Financial Advising, Securities Institute of Australia (2005); Equivalent to Advanced Diploma of Financial Planning, Financial Planning Association of Australia (2005); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2012)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Richard Kerkmez
On the Financial Advisers Register kept by ASIC, Richard Kerkmez appears as a current financial adviser in Barden Ridge, New South Wales, adviser number 001003340.
The licensee Richard advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 2 July 2019.
According to the register, Richard first provided financial advice in 1986. Qualifications and training on file include Diploma of Financial Advising (Securities Institute of Australia, 2005), Equivalent to Advanced Diploma of Financial Planning (Financial Planning Association of Australia, 2005) and Margin Lending and Geared Investments (Kaplan Professional Education, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Richard Kerkmez a registered financial adviser?
Yes. Richard Kerkmez is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003340.
Which licensee does Richard Kerkmez work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Richard Kerkmez 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.