Sukhwindar Kerr

Financial Adviser

ASIC adviser number:

000227570

Qualifications and training:

1981, Bachelor of Science & Master of Science in Chemistry, Bachelor Degree (AQF 7), Guru Nanak Dev University (India)
2001, Diploma of Financial Planning (8 units), Advanced Diploma (AQF 6), FPA Australia
2011, Margin Lending and Geared Investments Course, Other, Kaplan Professional
2016, Self Managed Supernnuation Funds Course, Other, Kaplan Professional
2017, Accredited Aged Care Professional Program, Other, Aged Care Steps
2021, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education

When adviser first provided advice:

1996

Membership of professional associations:

Certified Financial Planner (CFP) of FAAA

Disciplinary action by ASIC:

None

Location:

Level 4, Toowong Tower, 9 Sherwood Rd
Toowong QLD 4066

AFS licence holder name:

Matrix Planning Solutions Limited

AFS licence number:

000238256

Licence controlled by:

Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».