SIMON ANDREW KERR (Adviser# 000342290) 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 November 29, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SIMON ANDREW KERR |
| Adviser Number | 000342290 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000413272 ADVICE PROFESSIONALS PTY LTD |
| Licence ABN | 95153749154 |
| Adviser Start Date | 2016-11-29 |
| Appointing Representative Name | O'DONNELL KERR PTY LTD |
| Appointing Representative Number | 000342289 |
| Appointing Representative ABN | 79139225782 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce (Financial Planning) | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000413272 | ADVICE PROFESSIONALS PTY LTD | 2016-11-29 - | O'DONNELL KERR PTY LTD |
| 000413272 | ADVICE PROFESSIONALS PTY LTD | 2012-02-01 - 2016-11-28 | JASON PHILIP O'DONNELL |
| 000223610 | MCA FINANCIAL PLANNERS PTY. LTD. | 2009-10-30 - 2012-02-01 | SIMON ANDREW KERR |
| 000230681 |
TFS FINANCIAL PLANNING PTY LTD
Licence controlled by: AMP LIMITED |
2009-02-06 - 2009-10-31 | SIMON ANDREW KERR |
| 000241741 | GOWDIE INVESTMENTS PTY. LTD. | 2006-08-01 - 2009-02-06 | SIMON ANDREW KERR |
| Licence Name | ADVICE PROFESSIONALS PTY LTD |
| Licence Number | 000413272 |
| Licence ABN | 95153749154 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NATASHA-LEE GANLEY | Advice Professionals Pty Ltd | Current | 2016-12-02 |
| JASON PHILIP O'DONNELL | Advice Professionals Pty Ltd | Current | 2016-11-29 |
| ELIZABETH LEE WHITE | Advice Professionals Pty Ltd | Current | 2016-08-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NATASHA-LEE GANLEY | Advice Professionals Pty Ltd | Current | 2016-12-02 |
| JASON PHILIP O'DONNELL | Advice Professionals Pty Ltd | Current | 2016-11-29 |
| ELIZABETH LEE WHITE | Advice Professionals Pty Ltd | Current | 2016-08-01 |
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| 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.