Financial Adviser
· HOLLAND PARK WEST, QLD
Kerry Anne Millar
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000343772
Kerry Anne Millar is a financial adviser based in Holland Park West, Queensland, with 32 years of experience in the financial services industry since 1994. Kerry is currently authorised under Insight Investment Partners. Kerry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kerry's qualifications include a Master of Business Administration from James Cook University.
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
1998
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2008
Master of Business Administration
James Cook University
2008
Master of Professional Accounting
James Cook University
2015
Self-Managed Superannuation Funds
Mentor Education
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Securities excludes direct equities advice
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register