Kenneth John Filbey
Financial Adviser in Mooloolaba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250452
- Location
- Mooloolaba QLD 4557
- Licensee
- Australian Mortgage and Financial Advisers Pty Ltd (AFSL 389206)
- Authorised since
- 11 November 2022
- First provided advice
- 1991
- Qualifications
- Entry level Competencies for financial services professional, Integratec (1997); DFP 2 & 4, FPA (2001); Investment Planning 1, Integratec (2002); Diploma of Financial Planning, PS146 Training Australia (2008); Taxation Planning, Mentor RG 146 (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Kenneth John Filbey
On the Financial Advisers Register kept by ASIC, Kenneth John Filbey appears as a current financial adviser in Mooloolaba, Queensland, adviser number 000250452.
Advice is given under the Australian financial services licence of Australian Mortgage and Financial Advisers Pty Ltd, licence number 389206. That authorisation dates from 11 November 2022.
The register records 1991 as the year Kenneth first provided financial advice. Qualifications and training on file include Entry level Competencies for financial services professional (Integratec, 1997), DFP 2 & 4 (FPA, 2001) and Investment Planning 1 (Integratec, 2002). Kenneth is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kenneth John Filbey a registered financial adviser?
Yes. Kenneth John Filbey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250452.
Which licensee does Kenneth John Filbey work under?
Australian Mortgage and Financial Advisers Pty Ltd, Australian financial services licence 389206.
What can Kenneth John Filbey give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.