Financial Adviser · WOONONA, NSW

Jan Kerridge

WOONONA, NSW

32 Years experience

Tax advice
authorised

ASIC Registered · ADV 000234861

Currently at

Loyalty Financial Services

Sydney, NSW (firm address)

View firm profile

Jan Kerridge is a financial adviser based in Woonona, New South Wales, with 32 years of experience in the financial services industry since 1994. Jan is currently authorised under Loyalty Financial Services. Jan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jan's qualifications include a Certified Financial Planner from FPA. Jan is a member of Accredited Aged Care Professional, Financial Advice Association of Australia (FAAA) and SMSF Specialist Advisor with SMSF Association (SMSFA).

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

1997

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

1998

Certified Financial Planner

FPA

2020

Graduate Diploma in Financial Planning

Kaplan Professional

2022

Master of Financial Planning

Kaplan Higher Education

Registration History

Loyalty Financial Services Pty Ltd

Apr 2022 - Present Current

Hillross Financial Services Limited

Feb 2008 - Mar 2022 Ceased

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

Source: ASIC Financial Advisers Register