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  3. Kerry Liberona

Kerry Liberona

Name
Kerry Liberona
ID
1256361
ABN
–
First Provided Advice
2017
Restrictions
Excluding Self Managed Superannuation Funds

Qualifications

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

  • 2002 - Bachelor of Business (Finance) - - University of Technology Sydney
  • 2005 - Advanced Diploma of Financial Services (Financial Planning) - - Financial Planning Association of Australia
  • 2016 - Self Managed Superannuation Fund Advisor (Personal Advice) - - Mentor Education
  • 2017 - Direct, International equities and Listed Income Securities - Other - Westpac
  • 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
  • 2024 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - The National Finance Institute

Memberships

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

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Hnw Planning Pty Ltd (#225216)
Commenced
Feb. 26, 2024
Ceased
Aug. 8, 2025
Status
Ceased
Licence Holder
Infocus Securities Australia Pty Ltd (#236523)
Commenced
Nov. 8, 2021
Ceased
Sept. 29, 2023
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Sept. 30, 2023
Ceased
Dec. 31, 2023
Status
Ceased
Licence Holder
Life Map Financial Planning Pty Ltd (#523004)
Commenced
Sept. 1, 2025
Ceased
March 17, 2026
Status
Current
Licence Holder
Templestone Financial Services Pty ltd (#523831)
Commenced
May 28, 2026

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
July 11, 2017
Ceased
Aug. 8, 2018