For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER
Kelvin Anning

 Kelvin Anning

Share profile:
Suite 3/3 Canning Road Stirk House
Kalamunda
WA
6076
AU

Overview CONTACT THE ADVISER

Kelvin Anning Kelvin Anning

total Reviews

4

Experience

8yrs

Status

Silver

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Elders Financial Planning
Elders Financial Planning

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Australia and New Zealand Banking Group Limited
Australia and New Zealand Banking Group Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Small Business AdviceSmall Business Advice
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $330/Hour

Latest Customer Reviews (3 of 4 total)See all

"Honest, reliable and very good to deal with"

Marcia, 46-55 12 Oct 2017

"Kelvin was very helpful for my wife and I doing all the leg work chasing up different super accounts and advising us on the best way forward. He took all the stress out of the process."

Scott, 35-45 20 Sep 2017

"I have been a client of Kelvins now for some 10 years & very happy with his level of service"

Kim, 56-65 19 Sep 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 8 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Stirk House
Suite 3/3 Canning Road, Kalamunda
WA 6076 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 4 Total Reviews
Marcia, 46-5512 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Honest, reliable and very good to deal with"

Scott, 35-4520 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Kelvin was very helpful for my wife and I doing all the leg work chasing up different super accounts and advising us on the best way forward. He took all the stress out of the process."

Kim, 56-6519 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been a client of Kelvins now for some 10 years & very happy with his level of service"

Linda, 46-5519 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Happy with service as the saying goes if its not broken don't change it."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

ELDERS FINANCIAL PLANNING PTY LTD

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
4
Customers

#2
Tax Effective Strategies
STRENGTH
2
Customers

#3
Building Super
STRENGTH
1
Customers

#3
Preparing For Retirement
STRENGTH
1
Customers

#3
Self Managed Super Funds
STRENGTH
1
Customers

#3
Small Business Advice
STRENGTH
1
Customers

x

Overall rating

70%

Kelvin Anning

Company: Elders Financial Planning

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Kelvin Anning is a member of and in what capacity, the licensee or company of Kelvin Anning and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Kelvin Anning (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%