Kurt Telford
Financial Adviser
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About
Kurt Telford is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through tailored advice and strategic planning. With a strong academic foundation including a Bachelor of Commerce & Management, a Postgraduate Diploma in Commerce Subjects, and a Master of Commerce and Management from Lincoln University, complemented by a Graduate Diploma of Financial Planning from the Securities Institute of Australia and Ethics and Professional Relationships training from QUT, Kurt brings a wealth of knowledge and expertise to his practice. Kurt is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities. This broad authorization allows him to offer holistic financial solutions to meet diverse client needs. Key services include: • Superannuation advice, helping you navigate the complexities of superannuation to maximize your retirement savings. • Insurance solutions, providing comprehensive coverage to protect you and your family from unforeseen events. • Wealth management strategies, designed to grow and preserve your wealth through tailored investment plans. • Investment advice, offering guidance on securities, derivatives, and government debt securities to optimize your portfolio. Ready to take control of your financial future? Contact Kurt Telford today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Kurt Telford offer?
Kurt Telford provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities. He can help you with retirement planning, investment strategies, and protecting your assets through insurance.
What are Kurt Telford's qualifications?
Kurt holds a Bachelor of Commerce & Management, a Postgraduate Diploma in Commerce Subjects, and a Master of Commerce and Management from Lincoln University. He also has a Graduate Diploma of Financial Planning from the Securities Institute of Australia and has completed Ethics and Professional Relationships training from QUT.
What can I expect during my first consultation with Kurt Telford?
During your initial consultation, Kurt will take the time to understand your financial situation, goals, and risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs. This is also an opportunity for you to ask questions and learn more about his approach to financial planning.
How can Kurt Telford help me with my superannuation?
Kurt can provide advice on various aspects of superannuation, including choosing the right fund, consolidating multiple accounts, and developing strategies to maximize your retirement savings. He can also help you understand the different investment options available within your superannuation fund.
Why should I choose Kurt Telford as my financial adviser?
Kurt combines extensive education and industry qualifications with a commitment to providing personalized and ethical financial advice. He focuses on building long-term relationships with his clients and helping them achieve their financial goals through tailored strategies and ongoing support.
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