Kelvin Shortte
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006366
- Location
- Perth WA 6000
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 5 September 2018
- First provided advice
- 2012
- Qualifications
- FNS50804 Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2008); FNS60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2008); FPC002B Ethics and Professionalism in Financial Planning, Kaplan Education Pty Ltd (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation - All excludes Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Kelvin Shortte
Kelvin Shortte is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 001006366).
The licensee Kelvin advises under is Bridges Financial Services Pty Limited (AFS licence 240837). That authorisation dates from 5 September 2018.
According to the register, Kelvin first provided financial advice in 2012. The qualifications listed for Kelvin include FNS50804 Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2008), FNS60404 Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2008) and FPC002B Ethics and Professionalism in Financial Planning (Kaplan Education Pty Ltd, 2022).
Kelvin is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – All excludes Self Managed Superannuation Funds.”
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Questions people ask
Is Kelvin Shortte a registered financial adviser?
Yes. Kelvin Shortte is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006366.
Which licensee does Kelvin Shortte work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Kelvin Shortte give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation - All excludes Self Managed Superannuation Funds."