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