Financial Adviser
· BRISBANE CITY, QLD
Kerri-lyn Mendl
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004087
About Kerri-lyn Mendl
Kerri-lyn Mendl is a financial adviser based in Brisbane City, Queensland, with 29 years of experience in the financial services industry since 1997. Kerri-lyn is currently authorised under Alteris Financial Group. Kerri-lyn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kerri-lyn's qualifications include a Bachelor of Business from Central Queensland University. Kerri-lyn is a member of 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
1994
Bachelor of Business
Central Queensland University
2002
Diploma of Financial Planning
2016
Self Managed Superannuation Funds
Kaplan Professional Education
2016
Tier 1 Margin Lending
- Kaplan Professional Education
2022
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2023
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register