Financial Adviser
· ADELAIDE, SA
Kerry Bosnich
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255678
Kerry Bosnich is a financial adviser based in Adelaide, South Australia, with 9 years of experience in the financial services industry. Kerry is currently authorised under Perks Private Wealth Pty Ltd. Kerry holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Flinders University. Kerry is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Business Studies
TAFE SA
2004
Bachelor of Commerce
Flinders University
2015
SMSF Specialist Advisor Program
SMSF Association Ltd (SMSF)
2016
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education