SAMUEL GEORGE WINSTON KERR

Financial Adviser · Hawthorn East, VIC

Registered

Registration Number

001272840

Registration Status

Registered

Location

Hawthorn East, VIC 3123

Providing Advice Since

2018

Registration Date

28/06/2019

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2015 - Diploma of Financial Planning - - Mentor Education Pty Ltd
2017 - Advanced Diploma of Financial Planning - - Mentor Education Pty Ltd
2021 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University

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.