Financial Adviser · SUTHERLAND, NSW

Kerrie-lee Lord

SUTHERLAND, NSW

29 Years experience

Tax advice
authorised

ASIC Registered · ADV 001006460

Currently at

Psk Financial Services Group

Sydney, NSW (firm address)

View firm profile

About Kerrie-lee Lord

Kerrie-lee Lord is a financial adviser based in Sutherland, New South Wales, with 29 years of experience in the financial services industry since 1997. Kerrie-lee is currently authorised under Psk Advisory Services, operating through Psk Financial Services Group. Kerrie-lee holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kerrie-lee's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Kerrie-lee 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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1999

8 unit Diploma of Financial Planning

Financial Advice Association of Australia Limited (FAAA)

2000

Certified Financial Planner (CFP)

Financial Advice Association Australia (FAAA)

2011

Margin Lending and Geared Investments

Kaplan Professional

2023

Accredited Aged Care Professional

Aged Care Steps

2023

FAAA Aged Care Specialist

Financial Advice Association Australia (FAAA)

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd

Mar 2023 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Psk Advisory Services Pty Ltd

Nov 2011 - Mar 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Ri Advice Group Pty Ltd

Jan 1993 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register