Kenneth Roxburgh Helsby – Financial Adviser

Adviser identifying number: 1002683
Status: Current
Adviser’s ABN: 59387455279
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: ROXBURGH SECURITIES PTY LTD
Licence number: 235311
Licensee’s ABN: 83009199740
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/11/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ROXBURGH SECURITIES PTY LTD
Authorised Representative identifying number: 235311
Authorised Representative’s ABN: 83009199740

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:

• Bachelor of Business – WA Institute of Technology (now Curtin University)
• Finance Broking Practice 2 – TAFE
• Financial Analysis & Valuation – Securities Institute (now FINSIA)
• Property Investment Analysis & Applied Portfolio Management – Securities Institute
• Securities Industry Law & Ethics – Securities Institute

Relevant memberships of professional bodies or industry associations: Association of Independently Owned Financial Professionals (AIOFP)

Kenneth Roxburgh Helsby 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
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products