Financial Adviser · MELBOURNE, VIC

Kerryn Jane Lancaster

23 Years experience
ASIC Registered · ADV 001005853

Kerryn Jane Lancaster is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry. Kerryn is currently authorised under Fortnum Private Wealth Ltd. Kerryn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Kerryn holds a Diploma of Financial Services from Assessment Education Services.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Not SMSF

Qualifications and Training

2002
Diploma of Financial Services
Assessment Education Services

Registration History

Dec 2024 - Present Current
Not SMSF
Jun 2012 - Dec 2024 Ceased
Superannuation excludes SMSF's
CERTAINTY FINANCIAL PTY. LTD.
Jun 2003 - May 2012 Ceased

Source: ASIC Financial Advisers Register