Financial Adviser · WESTCOURT, QLD

Simon Andrew Kerr

WESTCOURT, QLD

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000342290

Currently at

O'Donnell Kerr

Westcourt, QLD (firm address)

View firm profile

Simon Andrew Kerr is a financial adviser based in Westcourt, Queensland, with 20 years of experience in the financial services industry since 2006. Simon is currently authorised under Advice Professionals, operating through O'Donnell Kerr. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University. Simon 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

2007

Bachelor of Commerce (Financial Planning)

Deakin University

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Advice Professionals Pty Ltd

Nov 2016 - Present Current

Advice Professionals Pty Ltd

Feb 2012 - Nov 2016 Ceased

MCA FINANCIAL PLANNERS PTY. LTD.

Oct 2009 - Feb 2012 Ceased

TFS FINANCIAL PLANNING PTY LTD

Feb 2009 - Oct 2009 Ceased

GOWDIE INVESTMENTS PTY. LTD.

Aug 2006 - Feb 2009 Ceased

Source: ASIC Financial Advisers Register