Sukhwindar Kaur Kerr
Financial Adviser in Toowong, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000227570
- Location
- Toowong QLD 4066
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 4 December 2024
- First provided advice
- 1996
- Qualifications
- Bachelor of Science & Master of Science in Chemistry, Guru Nanak Dev University (India) (1981); Diploma of Financial Planning (8 units), FPA Australia (2001); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Self Managed Supernnuation Funds Course, Kaplan Professional (2016); Accredited Aged Care Professional Program, Aged Care Steps (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021)
- Memberships
- Certified Financial Planner (CFP) of 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 Sukhwindar Kaur Kerr
Sukhwindar Kaur Kerr is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowong, Queensland (adviser number 000227570).
Sukhwindar provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 4 December 2024.
According to the register, Sukhwindar first provided financial advice in 1996. The qualifications listed for Sukhwindar include Bachelor of Science & Master of Science in Chemistry (Guru Nanak Dev University (India), 1981), Diploma of Financial Planning (8 units) (FPA Australia, 2001) and Margin Lending and Geared Investments Course (Kaplan Professional, 2011). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
Sukhwindar 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 Sukhwindar Kaur Kerr a registered financial adviser?
Yes. Sukhwindar Kaur Kerr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000227570.
Which licensee does Sukhwindar Kaur Kerr work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Sukhwindar Kaur 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.