Meet the founder of elk

 

 

Ian Kebblewhite

Founder and Managing Director

In building to establish and operate the elk corp group, Ian Kebblewhite has been involved in banking, finance, financial services, property and investments for 17 (seventeen) years, and in such time has:

• Worked for two major banks; being at a Senior Management level for Westpac, as well as at Branch Management level for the NAB

• Successfully operated a Loan / Mortgage Portfolio of between $100 Million and up to $150 Million for a fund with an Australian Financial Services Licence

• Structured finance deals and comprehensive financial services transactions up to $15 Million

• Managed and added value to both personal, private and business clientele, including corporations with a turnover of up to, and in excess of $100 Million

• Completed various formal qualifications in financial services and related industry

• Established and is the Director / “Responsible Manager”  (via a combination of continued education and commercial experience) of an entity that holds and operates an Australian Credit Licence.

• Successfully obtained, operate and maintain an Australian Financial Services Licence

Ian Kebblewhite holds the following qualifications and memberships:

 

  • Diploma of Financial Services (Financial Planning); awarded September 2005
  • Completion of the following subjects (2006) in a Bachelor of Business (Financial Planning) Degree course; RMIT University:
  • Financial Markets (Credit)
  • Information Technology (High Distinction)
  • Accounting 1 (Credit)
  • Introduction to Financial Planning (Credit)
  • Legal Framework (Credit)
  • Introduction to Finance (Credit)
  • Marketing Theory and Practice (Credit)
  • Supervised Professional Practice/ Experience (Credit)
  • General Elective 1 (Credit)
  • General Elective 2 (Credit)
  • General Elective 3 (Credit)
  • Diploma of Finance and Mortgage Broking Management; awarded December 2013
  • Certificate IV in Financial Services (Finance / Mortgage Broking); awarded June 2010
  • Statement of Attainment – completion of units of competence in the Certificate III in Financial Services; awarded in January 2007
  • Statement of Attainment – RG146.44 Self-Managed Superannuation Funds; Financial Education Professionals (2016)
  • Mortgage Credit Analysis & Residential Mortgage Lending, Valuation of Non Residential Property, Small Business Credit Analysis, and General Credit Issues; Securities Institute (2005)
  • Introduction to Financial Reporting, Financial Accounting Statements I: The Balance Sheet, Financial Accounting Statements II: The Income Statement and The Statement of Cash-Flows, Analysis and Interpretation of Financial Accounting Statements; Securities Institute (2005)
  • Financial Planning: Principles & Applications (DFP 1); Australian Institute of Financial Studies (2002)
  • Completion of various subjects (1999 – 2000) in a Bachelor of Business Degree course; Griffith University
  • Member of the Financial Ombudsman Service (FOS); Australian Financial Services Licence – Authorised Representative
  • Member of the Financial Planning Association (FPA); Associate Member (Voting Member)
  • Member of the SMSF (Self-Managed Superannuation Fund) Association

 

Ian Kebblewhite joined the financial services industry in 1999.

 

Ian Kebblewhite is authorised by elk corp to provide advice and deal in financial products in the following products:

  • Deposit and Payment Products – Basic Deposit
  • Deposit and Payment Products – Non-basic Deposit
  • Life Products – Investment Life Insurance Products
  • Managed Investment Schemes including IDPS
  • Retirement Saving Account Products
  • Securities
  • Superannuation (including Self-Managed Superannuation Funds)

What elk corp’s clients are saying….

 

– D & K, Victoria

We recently had a situation where lack of communication, possibly lack of due diligence on our part, and some very poor administration from an external third party, caused us to almost miss an important banking deadline.

Ian went out of his way to personally chase up documents for us, putting in additional time, and driving a significant distance outside normal work hours, to gather originals as required.

He saved us a moderately large sum of money, by doing so.
His extraordinary commitment of time and effort was not lost on us.

Ian approaches consultation in a very organised and informed fashion, with foresight, and future planning obvious.
His thoughtful advice, takes into account our personalities and values, and our requirements, and his recommendations are always close to the mark.
We are rapt to have Ian and elk corp on our SMSF team.

 

– T & S , Gold Coast

Back in October 2017 we went and met Ian from elk corp and were highly impressed with his services.  We knew what had to be done to earn money and how easy it was to spend money but when it came to financial planning we were novices.  

What really impressed us was the way Ian took the time to get a feeling for where we were at and our thoughts before utilizing his depth of knowledge and offering his recommendations.  

The whole team at elk corp are professional, ethical and caring and we would gladly recommend their services wherever possible.

Back To Top