Financial Adviser
· BALMORAL, VIC
Kerry Lee Turnbull
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270342
Kerry Lee Turnbull is a financial adviser based in Balmoral, Victoria, with 8 years of experience in the financial services industry since 2018. Kerry is currently authorised under Advice Assist Australia. Kerry holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Kerry's qualifications include a Bachelor of Commerce from Deakin University. Kerry is a member of CPA Australia (CPA), National Tax and Accountants Association and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
Deakin University
2012
CPA Program
CPA Australia Ltd
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register