KERRY SOURASIS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1978 - Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University
1978 - Diploma in Education - Diploma (AQF 5) - La Trobe University
2003 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2013 - Advanced Self Managed Superannuation Funds - Other - Kaplan Professional
🏢 Professional Memberships
Institute of Corporate Managers, Secretaries and Administrators
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.