KERRIE JANE HUGHSON

Financial Adviser · Warrnambool, VIC

Registered

Registration Number

001252810

Registration Status

Registered

Location

Warrnambool, VIC 3280

Providing Advice Since

2017

Registration Date

14/03/2017

Financial Services Licensee

SINCLAIR WILSON INVESTMENT SERVICES PTY LTD

Licence #000229238

📚 Qualifications & Training

2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2004 - Chartered Accountant - Professional Designations - ICAA
2017 - RG 146 Financial Planning - - Kaplan
2025 - FPC002B - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - FPC007B - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.