Financial Adviser
· MARTIN PLACE, NSW
Kerry Said
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296126
Kerry Said is a financial adviser based in Martin Place, New South Wales, with 2 years of experience in the financial services industry. Kerry is currently authorised under Godfrey Pembroke Group Pty Ltd. Kerry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Graduate Certificate in Business Administration
University of Technology Sydney
2021
Graduate Diploma of Financial Planning
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