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  3. Kurt Prebble

Kurt Prebble

Name
Kurt Prebble
ID
1233015
ABN
–
First Provided Advice
2015
Restrictions
Superannuation excludes self managed superannuation funds.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2007 - Bachelor of Mathematics and Finance - Bachelor Degree (AQF 7) - University of Wollongong
  • 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
  • 2012 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - International Institue of Technology
  • 2015 - Certified Financial Planner (CFP) Education program - Professional Designations - Financial Planning Association of Australia
  • 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Certified Financial Planner (CFP) of FAAA

Licencee

Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Dec. 13, 2019
Ceased
May 7, 2021
Status
Ceased
Licence Holder
Aware Financial Services Australia Limited (#238430)
Commenced
Oct. 19, 2021
Ceased
April 10, 2024
Status
Ceased
Licence Holder
Clarity Adviser Services Pty Ltd (#526373)
Commenced
June 1, 2021
Ceased
Aug. 13, 2021
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Aug. 28, 2017
Ceased
Dec. 6, 2019
Status
Current
Licence Holder
Alliance Wealth Pty ltd (#449221)
Commenced
May 1, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Finchoice Pty Ltd (#422854)
Commenced
June 30, 2015
Ceased
Aug. 11, 2017