Simon Andrew Kerr
Financial Adviser in Westcourt, Queensland, Australia
Review Simon Andrew Kerr
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000342290
- Location
- Westcourt QLD 4870
- Licensee
- Advice Professionals Pty Ltd (AFSL 413272)
- Authorised since
- 29 November 2016
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Financial Planning), Deakin University (2007); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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 Simon Andrew Kerr
Simon Andrew Kerr is a financial adviser in Westcourt, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000342290.
Advice is given under the Australian financial services licence of Advice Professionals Pty Ltd, licence number 413272. The current authorisation started on 29 November 2016.
The register records 2006 as the year Simon first provided financial advice. The qualifications listed for Simon include Bachelor of Commerce (Financial Planning) (Deakin University, 2007) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
Simon 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.
Reviews
Nobody has reviewed Simon Andrew Kerr here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Simon Andrew Kerr a registered financial adviser?
Yes. Simon Andrew Kerr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000342290.
Which licensee does Simon Andrew Kerr work under?
Advice Professionals Pty Ltd, Australian financial services licence 413272.
What can Simon Andrew Kerr 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.