Financial Adviser
· KEW, VIC
Kurt Prebble
No disciplinary history on record with ASIC
KEW,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233015
Practice
Kew, VIC (practice address on ASIC register)
Licensed through Cotham Advisory
About Kurt Prebble
Kurt Prebble is a financial adviser based in Kew, Victoria, with 11 years of experience in the financial services industry since 2015. Kurt works at Bold Wealth, which is licensed through Cotham Advisory. Kurt holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kurt's qualifications include a Certified Financial Planner (CFP) Education program from Financial Planning Association of Australia. Kurt is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Mathematics and Finance
University of Wollongong
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Advanced Diploma of Financial Services
International Institue of Technology
2012
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2015
Certified Financial Planner (CFP) Education program
Financial Planning Association of Australia
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2020
Self-Managed Super Funds
Kaplan Professional
2023
FPC002B Ethics and Professionalism in Financial Advice Course
Ethics - Kaplan Professional
Registration History
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Not authorised to provide personal advice on Securities, Standard Margin Lending
FINCHOICE PTY LTD
Superannuation excludes self managed superannuation funds.
Source: ASIC Financial Advisers Register