Financial Adviser · WEST MELBOURNE, VIC

Kerry Ang

14 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000420984

Kerry Ang is a financial adviser based in West Melbourne, Victoria, with 14 years of experience in the financial services industry. Kerry is currently authorised under Lifespan Financial Planning Pty Ltd. Kerry 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 Bachelor of Business from Monash University. Kerry 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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business

Monash University

2006

Graduate Diploma of Financial Planning

Financial Institute of Australasia

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Feb 2020 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

FINANCIAL SERVICES PARTNERS PTY LIMITED

Feb 2013 - Feb 2020 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.

LONSDALE FINANCIAL GROUP PTY LTD

Apr 2012 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register