Kelvin Anning

Advice West

Silver
13 Yrs Experience
Kalamunda, WA 6076
At Elders Financial Planning Kalamunda we specialise in Wealth Protection options to ensure your lifestyle is adequately protected.

Expertise

  • Superannuation
  • Insurance Protection
  • Small Business Advice

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning (DFP 1-4)
  • Language spoken
    • English

Advice West

Suite 3, 3 Canning Rd
Kalamunda, WA 6076

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Kelvin has looked after both our business and income protection insurance needs for years. Could not be happier with the service he provides; responsive, knowledgeable and friendly."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Honest, reliable and very good to deal with"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Diploma of Financial Services (General Insurance)

Level
5 - Diploma
Institution
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Completed
2002

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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