KURT WILLIAM TELFORD

Financial Adviser · Sydney, NSW

Registered

Registration Number

000259298

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2000

Registration Date

10/03/2004

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

📚 Qualifications & Training

1993 - Bachelor of Commerce & Management (Business Management) - Bachelor Degree (AQF 7) - Lincoln University
1994 - Postgraduate Diploma in Commerce Subjects - Graduate Diploma (AQF 8) - Lincoln University
1997 - Master of Commerce and Mangement - Masters Degree (AQF 9) - Lincoln University
2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

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.