Kevin Sydney Owen – Financial Adviser
Adviser identifying number: 264152
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
Licence number: 224954
Licensee’s ABN: 94003771579
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
Authorised Representative identifying number: 224954
Authorised Representative’s ABN: 94003771579
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Certificate lV in Financial Planning – Integratec
- Managed Investments (DFP3) – Integratec
- Margin Lending and Geared Investments – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
Kevin Sydney Owen is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation / A person’s existing holding in a superannuation product
- Margin Lending Facility / Standard Margin Lending Facility