Financial Adviser
· DALKEITH, WA
Kenneth Roxburgh Helsby
No disciplinary history on record with ASIC
DALKEITH,
WA
40
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002683
About Kenneth Roxburgh Helsby
Kenneth Roxburgh Helsby is a financial adviser based in Dalkeith, Western Australia, with 40 years of experience in the financial services industry since 1986. Kenneth is currently authorised under Roxburgh Securities. Kenneth holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Kenneth's qualifications include a Bachelor of Business (Accounting) from WAIT (now Curtin University). Kenneth is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1976
Bachelor of Business (Accounting)
WAIT (now Curtin University)
1994
Applied Portfolio Management
SIA (now FINSIA)
1994
Property Investment & Analysis
SIA (now FINSIA)
2002
Financial Analysis & Valuation
SIA (now FINSIA)
2002
Securities Industry Law & Ethics
Securities Institute (now FINSIA)