Helmut Bold Financial Planner Report

Name:
Helmut Sergj Bold

Rep Number:
000338761

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2017-03-27 onwards

Location:
Griffith, , ACT, 0

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

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
Kaplan Professional
Accredited Listed Product Adviser Program
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Margin Lending & Geared Investments
Kaplan Professional
Self Managed Super Funds

Memberships
Financial Planning Association (FPA) - Certified Financial Planner