Kerri Davey
WEALTH FOUNDRY PRIVATE PTY LTD · Clayton VIC 3168 · Advising since 2004
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000278010
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SIRA GROUP PTY LTD · AFSL 278423Through authorised representative WEALTH FOUNDRY PRIVATE PTY LTD (no. 001313119)Since 20 April 2026
- Principal business address
- Clayton VIC 3168
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTApr 2026 – presentSIRA GROUP PTY LTD · AFSL 278423Through authorised representative WEALTH FOUNDRY PRIVATE PTY LTD (no. 001313119)
- CEASEDFeb 2023 – Mar 2026PARC WEALTH GROUP PTY LTD · AFSL 535090Through authorised representative PARC WEALTH MANAGEMENT PTY LTD (no. 001250859)
- CEASEDSep 2020 – Feb 2023RI ADVICE GROUP PTY LTD · AFSL 238429
- CEASEDSep 2018 – May 2020BOSTON REED PTY LTD · AFSL 225738
- CEASEDJun 2011 – Jun 2018AON HEWITT FINANCIAL ADVICE LIMITED · AFSL 239183
- CEASEDJul 2009 – May 2011SENTRY FINANCIAL PLANNING PTY LTD · AFSL 247105
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Self Managed Superannuation Funds
Kaplan · 2016 · Other
Certified Financial Planner
FPA · 2008 · Professional Designations
Advanced Diploma of Financial Services (Financial Planning)
Tribeca · 2006 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Tribeca · 2005 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Kerri Davey claims the profile.
Reviews
Not yet reviewed
No client has reviewed Kerri Davey on Souffle yet.
Contacting Kerri Davey
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
WEALTH FOUNDRY PRIVATE PTY LTD
Authorised by SIRA GROUP PTY LTD · AFSL 278423
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Kerri Davey claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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