Financial Adviser
· SYDNEY, NSW
Kerryn Goddard
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001320711
Kerryn Goddard is a financial adviser based in Sydney, New South Wales. Kerryn is currently authorised under David W Lee & Associates, operating through David W Lee & Associates. Kerryn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kerryn's qualifications include a Bachelor of Business from UTS. Kerryn is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
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
1995
Bachelor of Business
UTS
2025
Graduate Diploma Financial Planning
Kaplan