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Profile - Kelvin Anning

Kelvin Anning
Authorised Representative
 
 
Shop 17,  4 Old Coast Road
Halls Head  WA  6210
 
 
 
Tel:(08) 9582 8880
Fax: (08) 9586 8887
Mob: 0405 509 649
 
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 256241

Kelvin has been involved in the financial services industry since 1996.  He commenced working with Elders Insurance in 1999, since which time he has achieved his Diploma of Financial Services (General Insurance).   Kelvin is a Certified Insurance Professional (CIP) and has achieved his Diploma of Financial Services (Financial Planning).

Kelvin was raised on a farm and pursued work in the Great Southern of WA.   After moving to Perth to further his career in Insurance, he opened an Elders Insurance Office in Rockingham in 2002.   In 2004, Kelvin purchased the Elders Insurance Mandurah business.   The combined office now services the entire Peel region, including Mandurah, Rockingham, Byford, Pinjarra, Waroona and through to Lake Clifton.

As an Authorised Representative, Kelvin believes in helping his clients build the complete protection they need to ensure they do not place their long term financial goals at risk. He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions.

 
Services

Kelvin is authorised to provide the following services and advice to you:

  •    Risk Planning Management
  •    Superannuation Advice
Important Information
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

Elders Financial Planning Pty Ltd. AFSL 224645
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
 

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