Financial Adviser
· PERTH, WA
Simone Elizabeth Kerr
No disciplinary history on record with ASIC
PERTH,
WA
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000305135
Simone Elizabeth Kerr is a financial adviser based in Perth, Western Australia, with 20 years of experience in the financial services industry since 2006. Simone is currently authorised under Flinders Financial Services. Simone holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simone's qualifications include a Bachelor of Commerce from Murdoch University. Simone 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
1999
Bachelor of Commerce
Murdoch University
2004
Diploma of Financial Planning
Deakin Univerity
2020
FASEA Exam
FASEA Standards Authority