Financial Adviser
· SYDNEY, NSW
Kurt William Telford
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259298
Kurt William Telford is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Kurt is currently authorised under Morgans Financial Limited. Kurt 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 Master of Commerce and Mangement from Lincoln University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce & Management (Business Management)
Lincoln University
1994
Postgraduate Diploma in Commerce Subjects
Lincoln University
1997
Master of Commerce and Mangement
Lincoln University
2005
Graduate Diploma of Financial Planning
Securities Institute of Australia
2020
Ethics and Professional Relationships
Ethics - QUT