Kenneth Wheeler Financial Planner Report

Name:
Kenneth Brian Wheeler

Rep Number:
000235790

Status:
Current

First Advice:
1980

Disciplinary action:
No action

Most Recent Role:
2012-02-02 onwards

Location:
Kingsley, , WA, 0

Licensee
Name:

Number:
000238429

ABN:
23 001 774 125

Controlled By:

Appointed By
Name:
RI Advice Group Pty Ltd

Licence Number:
000238429

ABN:
23 001 774 125

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Diploma of Financial Services (Financial Planning)
Independent of Investment Planning
Foundations of Investment Planning
Independent centre of Financial Training
Insurance Planning Principles and Applications