Financial Adviser
· CHARLESTOWN, NSW
Kerry Said
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296126
About Kerry Said
Kerry Said is a financial adviser based in Charlestown, New South Wales, with 2 years of experience in the financial services industry since 2024. Kerry is currently authorised under Count Financial Limited, operating through Count Financial. Kerry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kerry's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Kerry is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
SMSF Regulation & Taxation FPE020
Kaplan Higher Education Pty Limited
2023
Master of Financial Planning
Kaplan Higher Education Pty Limited
2023
SMSF Specialist Advisor (SSA)
SMSF Association
Registration History
Superannuation Authorisation excludes Self Managed Superannuation funds
Source: ASIC Financial Advisers Register