Simon Kelman Financial Planner Report

Name:
Simon Andrew Kelman

Rep Number:
000342608

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2014-02-13 onwards

Location:
Frankston, Melbourne, VIC, 3199

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

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
Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning) FNS60404
Kaplan Education Pty Limited
Diploma of Financial Services (Financial Planning) FNS50804
Terra Cordis Pty Ltd
FNS10 Financial Services Training Package

Memberships
SMSF Association