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:

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