Financial Adviser
· ANNERLEY, QLD
Kerrie Jayne Bampton
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260311
Kerrie Jayne Bampton is a financial adviser based in Annerley, Queensland, with 22 years of experience in the financial services industry. Kerrie is currently authorised under Financial Design Group Pty Ltd. Kerrie 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 Graduate Diploma of Financial Planning from Kaplan Professional. Kerrie is a member of Association of Independently Owned Financial Professionals (AIOFP).
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
2004
Diploma of Financial Services (Financial Planning)
Integratec
2004
Self Managed Superannuation Funds Adviser Course
Tribeca
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
ASX Accredited Listed Products Adviser
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register