Financial Adviser
· CANBERRA, ACT
Helmut Sergj Bold
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000338761
Helmut Sergj Bold is a financial adviser based in Canberra, Australian Capital Territory, with 26 years of experience in the financial services industry. Helmut is currently authorised under Nest Advisory Hq Pty Ltd. Helmut holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Integratec. Helmut is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.
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
2003
Advanced Diploma of Financial Services (Financial Planning)
Integratec
2003
Diploma of Financial Services (Financial Planning)
Integratec
2007
Self Managed Super Funds
Kaplan Professional
2011
Margin Lending & Geared Investments
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan