Kevin Ward Financial Planner Report

Name:
Kevin Ward

Rep Number:
000237299

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2016-11-15 onwards

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Balanced By Design Group Pty Ltd

Licence Number:
001248919

ABN:
42 613 805 815

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Various providers
Diploma of Financial Planning (equivalent units)