Financial Adviser · EAST PERTH, WA

Kerry Louise Franklin

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000241383

Kerry Louise Franklin is a financial adviser based in East Perth, Western Australia, with 26 years of experience in the financial services industry. Kerry is currently authorised under Australian Financial Directions 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 Diploma of Financial Services ( Finance / Mortgage Broking Management) from VRQA. Kerry is a member of Association of Independently Owned Financial Professionals (AIOFP) and Senior Australians Equity Release.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001
Risk Management and Insurance Planning
FPA
2003
Superannuation and Retirement Planning
Integratec
2010
Margin Lending and Geared Investments
Kaplan
2011
Diploma of Financial Services ( Finance / Mortgage Broking Management)
VRQA
2021
FASEA Exam
FASEA

Registration History

Apr 2017 - Present Current
Jul 2013 - Apr 2017 Ceased
Securities: Class of product only. SMSF: Not authorised to provide SMSF advice.
WSP FINANCIAL SERVICES PTY LTD
Jan 2004 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register