KERRY BOSNICH

Financial Adviser · Parkside, SA

Registered

Registration Number

001255678

Registration Status

Registered

Location

Parkside, SA 5063

Providing Advice Since

2017

Registration Date

20/06/2017

Financial Services Licensee

PERKS & ASSOCIATES PTY. LIMITED

Licence #000488997

📚 Qualifications & Training

2002 - Diploma of Business Studies - Diploma (AQF 5) - TAFE SA
2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Flinders University
2015 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd (SMSF)
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education

🏢 Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association

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.