Financial Adviser
· TOOWONG, QLD
Sukhwindar Kaur Kerr
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000227570
Sukhwindar Kaur Kerr is a financial adviser based in Toowong, Queensland, with 30 years of experience in the financial services industry. Sukhwindar is currently authorised under Matrix Planning Solutions Limited. Sukhwindar 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 Science & Master of Science in Chemistry from Guru Nanak Dev University (India). Sukhwindar is a member of Certified Financial Planner (CFP) of 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
1981
Bachelor of Science & Master of Science in Chemistry
Guru Nanak Dev University (India)
2001
Diploma of Financial Planning (8 units)
FPA Australia
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2016
Self Managed Supernnuation Funds Course
Kaplan Professional
2017
Accredited Aged Care Professional Program
Aged Care Steps
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education