Financial Adviser
· ALEXANDRA HEADLAND, QLD
Kerrin Phipps
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008824
Kerrin Phipps is a financial adviser based in Alexandra Headland, Queensland, with 11 years of experience in the financial services industry. Kerrin is currently authorised under Morgans Financial Limited. Kerrin 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 Bachelor of Commerce (Finance) from University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Finance)
University of Queensland
2013
Diploma of Financial Planning
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
Source: ASIC Financial Advisers Register