Financial Adviser · TOWNSVILLE CITY, QLD

Kerry May Corrigan

15 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000321470

Kerry May Corrigan is a financial adviser based in Townsville City, Queensland, with 15 years of experience in the financial services industry. Kerry is currently authorised under Findex Advice Services Pty Ltd. Kerry 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. Kerry 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

Restrictions: Excluding LRBA's

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2016

Self Managed Superannuation Funds

Kaplan Professional

2018

Tier 1 Margin Lending

- Kaplan

2022

Accredited Aged Care Professional

Aged Care Steps

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Findex Advice Services Pty Ltd

Oct 2016 - Present Current

Excluding LRBA's

Charter Financial Planning Limited

Oct 2016 - Oct 2016 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Jan 2008 - Oct 2016 Ceased

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