Kevin Joseph Herbert – Financial Adviser
Adviser identifying number: 258473
Status: Current
Adviser’s ABN: 38158500137
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: BRISTOL STREET FINANCIAL SERVICES PTY LTD
Licence number: 344085
Licensee’s ABN: 88139367141
Licence controlled by:
The date the Financial Adviser commenced the appointment: 25/05/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRISTOL STREET FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 344085
Authorised Representative’s ABN: 88139367141
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:
- Financial Planning – IntegraTec
- Managed Investments – IntegraTec
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Kevin Joseph Herbert 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
- Superannuation