Financial Adviser
· CLAYTON, VIC
Kerri Davey
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278010
Kerri Davey is a financial adviser based in Clayton, Victoria, with 22 years of experience in the financial services industry since 2004. Kerri is currently authorised under Sira Group, operating through Wealth Foundry Private. Kerri holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kerri's qualifications include a Certified Financial Planner from FPA. Kerri 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
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2008
Certified Financial Planner
FPA
2016
Self Managed Superannuation Funds
Kaplan
Registration History
Securities: Class of product only.
AON HEWITT FINANCIAL ADVICE LIMITED
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register