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Profile - Kevin Lloyd-Woods
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Kevin Lloyd-Woods
Authorised Representative
Unit 5
9 Mardo Street
Australind WA 6233
Tel:(08) 9797 0166
Fax: (08) 9797 0579
Mob: 0418 931 239
Email: klw@klw.com.au
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 242176
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Kevin has been involved in the financial services industry for over 25 years, and has achieved his Diploma in Financial Planning and holds a Diploma of Education.
As an Authorised Representative, Kevin believes in helping his clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions
Services
Kevin is authorised to provide a wide range of services to you, including:
- Investment Planning
- Wealth Accumulation Advice
- Risk Planning Management
- Superannuation Advice
- Retirement Planning Advice
- Business or Farm Succession
- Estate Planning
- Centrelink (Social Security) Advice
- Tax Efficient Strategies
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.
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
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
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