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