Kelvin David Anderson – Financial Adviser

Adviser identifying number: 1004835
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD.
Licence number: 247014
Licensee’s ABN: 85086456377
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD.
Authorised Representative identifying number: 000247014
Authorised Representative’s ABN: 85086456377

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 of Business Studies – South Melbourne Technical School
• Diploma of Banking & Finance – Footscray Technical School
• Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations:

Kelvin David Anderson 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