Kelwyn Francis Sippel
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000313116
- Location
- Mackay QLD 4740
- Licensee
- Accuvest Pty Ltd (AFSL 247104)
- Authorised since
- 4 May 2007
- First provided advice
- 2007
- Qualifications
- Bachelor of Education, Queensland University of Queensland (1990); Post Graduate Diploma in Personal Financial Planning, University of Southern Queensland (2006); Certified Financial Planner, Deakin University/FPA (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Derivatives limited to old law securities options contracts and warrants
- Tax (financial) advice
- Yes
- Register status
- Current
About Kelwyn Francis Sippel
On the Financial Advisers Register kept by ASIC, Kelwyn Francis Sippel appears as a current financial adviser in Mackay, Queensland, adviser number 000313116.
Kelwyn provides advice as an authorised representative of Accuvest Pty Ltd, which holds Australian financial services licence 247104. That authorisation dates from 4 May 2007.
According to the register, Kelwyn first provided financial advice in 2007. The qualifications listed for Kelwyn include Bachelor of Education (Queensland University of Queensland, 1990), Post Graduate Diploma in Personal Financial Planning (University of Southern Queensland, 2006) and Certified Financial Planner (Deakin University/FPA, 2014). Kelwyn is recorded as a member of Financial Advice Association of Australia (FAAA).
Kelwyn is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Derivatives limited to old law securities options contracts and warrants.”
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Questions people ask
Is Kelwyn Francis Sippel a registered financial adviser?
Yes. Kelwyn Francis Sippel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000313116.
Which licensee does Kelwyn Francis Sippel work under?
Accuvest Pty Ltd, Australian financial services licence 247104.
What can Kelwyn Francis Sippel give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Derivatives limited to old law securities options contracts and warrants."