Ken Willimott – Financial Adviser

Adviser identifying number: 1001777
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence number: 218705
Licensee’s ABN: 74097777725
Licence controlled by: TELSTRA SUPER PTY LTD

The date the Financial Adviser commenced the appointment: 06/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 218705
Authorised Representative’s ABN: 74097777725

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:

  • Certified Financial Planner – Financial Planning Association
  • Diploma of Financial Planning – RMIT

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Ken Willimott is authorised to provide advices on following products:

  • Government Debentures, Stocks or Bonds
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation