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  3. Kerry Anne Millar

Kerry Anne Millar

Name
Kerry Anne Millar
ID
343772
ABN
–
First Provided Advice
1994
Restrictions
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
June 3, 2022
Ceased
March 20, 2024
Status
Ceased
Licence Holder
Aware Financial Services Australia Limited (#238430)
Commenced
Dec. 1, 2019
Ceased
July 23, 2020
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Aug. 25, 2020
Ceased
May 20, 2022
Status
Ceased
Licence Holder
Infocus Securities Australia Pty Ltd (#236523)
Commenced
March 21, 2024
Ceased
Dec. 22, 2025
Status
Ceased
Licence Holder
Apogee Financial Planning Pty Ltd (#230689)
Commenced
Dec. 31, 2009
Ceased
May 7, 2010
Status
Ceased
Licence Holder
Aware Financial Services Australia Limited (#238430)
Commenced
May 22, 2017
Ceased
Nov. 29, 2019
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Sept. 29, 2010
Ceased
May 19, 2017