Helmut Sergj Bold – Financial Adviser

Adviser identifying number: 338761
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence number: 231139
Licensee’s ABN: 65003900169
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 01/07/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COMMONWEALTH FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 231139
Authorised Representative’s ABN: 65003900169

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:

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Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

Financial Planning Association (FPA) – Certified Financial Planner
Financial Planning Association (FPA) – Certified Financial Planner

Helmut Sergj Bold is authorised to provide advices on following products:

Deposit and Payment Products / Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Life Products / Investment Life Insurance Products
Life Products / Life Risk Insurance Products
Managed Investment Schemes / Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility