Kenneth Filbey Financial Planner Report

Name:
Kenneth John Filbey

Rep Number:
000250452

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2011-07-25 onwards

Licensee

Appointed By
Name:
Elders Financial Planning Pty Ltd

Licence Number:
000224645

ABN:
48 007 997 186

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
DFP 2 & 4
PS146 Training Australia
Diploma of Financial Planning
Integratec
Entry level Competencies for financial services professional
Integratec
Investment Planning 1
Mentor RG 146
Taxation Planning

Memberships
Association of Financial Advisers (AFA)