Kenneth Roxburgh Helsby
Financial Adviser in Dalkeith, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002683
- Location
- Dalkeith WA 6009
- Licensee
- Roxburgh Securities Pty Ltd (AFSL 235311)
- Authorised since
- 7 November 2003
- First provided advice
- 1986
- Qualifications
- Bachelor of Business (Accounting), WAIT (now Curtin University) (1976); Applied Portfolio Management, SIA (now FINSIA) (1994); Property Investment & Analysis, SIA (now FINSIA) (1994); Financial Analysis & Valuation, SIA (now FINSIA) (2002); Securities Industry Law & Ethics, Securities Institute (now FINSIA) (2002)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Kenneth Roxburgh Helsby
Kenneth Roxburgh Helsby is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dalkeith, Western Australia (adviser number 001002683).
The licensee Kenneth advises under is Roxburgh Securities Pty Ltd (AFS licence 235311). The current authorisation started on 7 November 2003.
The register records 1986 as the year Kenneth first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (WAIT (now Curtin University), 1976), Applied Portfolio Management (SIA (now FINSIA), 1994) and Property Investment & Analysis (SIA (now FINSIA), 1994). Kenneth is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice on superannuation, securities, managed investment schemes, life investment products, deposit and payment 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.
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Questions people ask
Is Kenneth Roxburgh Helsby a registered financial adviser?
Yes. Kenneth Roxburgh Helsby is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002683.
Which licensee does Kenneth Roxburgh Helsby work under?
Roxburgh Securities Pty Ltd, Australian financial services licence 235311.
What can Kenneth Roxburgh Helsby give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.