Simone Elizabeth Kerr
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000305135
- Location
- Perth WA 6000
- Licensee
- Flinders Financial Services Pty Ltd (AFSL 231155)
- Authorised since
- 28 August 2006
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, Murdoch University (1999); Diploma of Financial Planning, Deakin Univerity (2004); FASEA Exam, FASEA Standards Authority (2020)
- 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 Simone Elizabeth Kerr
Simone Elizabeth Kerr is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 000305135).
Simone provides advice as an authorised representative of Flinders Financial Services Pty Ltd, which holds Australian financial services licence 231155. That authorisation dates from 28 August 2006.
According to the register, Simone first provided financial advice in 2006. Qualifications and training on file include Bachelor of Commerce (Murdoch University, 1999), Diploma of Financial Planning (Deakin Univerity, 2004) and FASEA Exam (FASEA Standards Authority, 2020). Simone is recorded as a member of 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 Simone Elizabeth Kerr a registered financial adviser?
Yes. Simone Elizabeth Kerr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305135.
Which licensee does Simone Elizabeth Kerr work under?
Flinders Financial Services Pty Ltd, Australian financial services licence 231155.
What can Simone Elizabeth 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.