Data sourced from ASIC Financial Advisers Register
Financial Adviser · ADELAIDE, SA

Hamish Lorimore Zerbe

21 Years experience
Tax advice
authorised
Currently at
Count Financial Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000311583

Hamish Lorimore Zerbe is a financial adviser based in Adelaide, South Australia, with 21 years of experience in the financial services industry. Hamish is currently authorised under Count Financial Limited. Hamish 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 Commerce (Financial Planning) from Western Sydney University. Hamish 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: Not authorised to provide personal advice in Aged Care.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Advising
Securities Institute
2011
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2016
Master of Commerce (Financial Planning)
Western Sydney University
2016
Self Managed Superannuation Funds
Kaplan Professional

Registration History

Count Financial Limited
May 2021 - Present Current
Not authorised to provide personal advice in Aged Care.
MERITUM FINANCIAL GROUP PTY LTD
Oct 2016 - May 2021 Ceased
Charter Financial Planning Limited
Apr 2015 - 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.
GENESYS WEALTH ADVISERS PTY LIMITED
Mar 2007 - Apr 2015 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