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Blenkhorn Kirkwood Financial Planning Pty ltd

AFS License Number
491551
Name
Blenkhorn Kirkwood Financial Planning Pty ltd
ABN/ACN/ARBN
47052851288
Licensee issued
Oct. 31, 2016
Address
Mona Vale, 2103, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Kenneth Dewar2007Bachelor of Business - Australian Catholic University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Master of Taxation - University of New South Wales
 Paul Blenkhorn1998Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - KAPLAN ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor - SPAA ~ Self Managed Superannuation Funds - Kaplan Professional