Financial Adviser · WOREE, QLD

Kerry Farquharson

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002608

Kerry Farquharson is a financial adviser based in Woree, Queensland, with 18 years of experience in the financial services industry. Kerry is currently authorised under Synchron Advice 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 Bachelor of Commerce (Accounting) from James Cook University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Commerce (Accounting)
James Cook University
2008
Diploma of Financial Services (Financial Planning)
Kaplan Pty Limited
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited

Registration History

Feb 2020 - Present Current
Jul 2019 - Aug 2019 Ceased
Jan 2019 - Jul 2019 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Jul 2009 - Jan 2019 Ceased

Source: ASIC Financial Advisers Register