Financial Adviser
· ECHUCA, VIC
James Peter Kerr
No disciplinary history on record with ASIC
ECHUCA,
VIC
44
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264139
About James Peter Kerr
James Peter Kerr is a financial adviser based in Echuca, Victoria, with 44 years of experience in the financial services industry since 1982. James is currently authorised under Vivid Financial Planning. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James holds a Diploma of Financial Services (Financial Planning) from Integratec (Aust) Pty Ltd. James 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Integratec (Aust) Pty Ltd
Registration History
GOLD FINANCIAL PTY LTD
Gold Financial does not allow me to provide advice in specific consumer credit assistance, general insurance, self managed superannuation funds, credit, securities and margin lending
Source: ASIC Financial Advisers Register