KERRY SOURASIS

Financial Adviser · Melbourne, VIC

Registered

KERRY SOURASIS is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2000, based in Melbourne, Victoria. They are authorised to provide advice under CAPSTONE FINANCIAL PLANNING PTY LTD (AFSL licence #000223135). Registered qualifications on file include 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). Professional memberships listed: Institute of Corporate Managers, Secretaries and Administrators.

Registration Number

000230629

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2000

Registration Date

19/09/2017

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 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

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.