Kevin Sydney Owen – Financial Adviser

Adviser identifying number: 264152
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
Licence number: 224954
Licensee’s ABN: 94003771579
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
Authorised Representative identifying number: 224954
Authorised Representative’s ABN: 94003771579

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 lV in Financial Planning – Integratec
  • Managed Investments (DFP3) – Integratec
  • Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)

Kevin Sydney Owen is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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 / A person’s existing holding in a superannuation product
  • Margin Lending Facility / Standard Margin Lending Facility