KENNETH ROXBURGH HELSBY
Financial Adviser · Dalkeith, WA
📚 Qualifications & Training
1976 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - WAIT (now Curtin University)
1994 - Applied Portfolio Management - Graduate Diploma (AQF 8) - SIA (now FINSIA)
1994 - Property Investment & Analysis - Graduate Diploma (AQF 8) - SIA (now FINSIA)
2002 - Financial Analysis & Valuation - Graduate Diploma (AQF 8) - SIA (now FINSIA)
2002 - Securities Industry Law & Ethics - Graduate Diploma (AQF 8) - Securities Institute (now FINSIA)
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.