Financial Adviser
· SOUTHPORT, QLD
Samuel George Winston Kerr
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272840
Samuel George Winston Kerr is a financial adviser based in Southport, Queensland, with 8 years of experience in the financial services industry. Samuel is currently authorised under Iq Financial Services Pty Ltd. Samuel 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 Master of Financial Planning from Deakin 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
2015
Diploma of Financial Planning
Mentor Education Pty Ltd
2017
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2021
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2023
Master of Financial Planning
Deakin University
Registration History
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.
Source: ASIC Financial Advisers Register