KERRY LOUISE FRANKLIN


Licensee: AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD

KERRY LOUISE FRANKLIN (Adviser# 000241383) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 29, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name KERRY LOUISE FRANKLIN
Adviser Number 000241383
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 80532574428
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000344971
AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Licence ABN 14135004947
Adviser Start Date 2017-04-29
Appointing Representative Name AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Appointing Representative Number 000344971
Appointing Representative ABN 14135004947
Memberships Association of Financial Advisers (AFA)
Senior Australians Equity Release

Authorisations to provide financial product advice

  • KERRY LOUISE FRANKLIN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services ( Finance / Mortgage Broking Management) VRQA
Margin Lending and Geared Investments Kaplan
Risk Management and Insurance Planning FPA
Superannuation and Retirement Planning Integratec

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000344971 AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD 2017-04-29 - AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
000238429 RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Securities: Class of product only. SMSF: Not authorised to provide SMSF advice.
2013-07-02 - 2017-04-28 RI ADVICE GROUP PTY LTD
000237463 WSP FINANCIAL SERVICES PTY LTD 2004-01-15 - 2013-06-29

Licensee Information

Licence Name AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Licence Number 000344971
Licence ABN 14135004947

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JYOTIRMOY BRAHMA Australian Financial Directions Pty Ltd Current 2018-03-29
RAHUL GOEL Australian Financial Directions Pty Ltd Current 2018-02-03
JOHN CLAESSEN Australian Financial Directions Pty Ltd Current 2017-04-29
MICHAEL O'HARA Australian Financial Directions Pty Ltd Current 2017-04-29
SIMON JEFFREY TOMKINSON Australian Financial Directions Pty Ltd Current 2017-04-29
TANIA MICHELLE PETRILLI Australian Financial Directions Pty Ltd Ceased 2017-04-29
ANTHONY MALCOLM CORDI Australian Financial Directions Pty Ltd Current 2014-07-03
MICHAEL JAMES WEGENER Australian Financial Directions Pty Ltd Current 2013-11-20
RONALD WAYNE MENZIES Australian Financial Directions Pty Ltd Current 2011-12-20
FLOYD NICOLO BONTEMPO Australian Financial Directions Pty Ltd Current 2010-07-01

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.