Data sourced from ASIC Financial Advisers Register
Financial Adviser · RYDE, NSW

Kellie Jean Scott

RYDE, NSW
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003794
Currently at
Numero Wealth
Melbourne, VIC (firm address)
View firm profile

About Kellie Jean Scott

Kellie Jean Scott is a financial adviser based in Ryde, New South Wales, with 16 years of experience in the financial services industry since 2010. Kellie is currently authorised under Capstone Financial Planning, operating through Numero Wealth. Kellie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kellie's qualifications include a Certified Financial Planner from Financial Planning Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Business (Banking & Finance)
University of South Australia
2004
Diploma of Financial Planning
Financial Planning Assocation of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2013
Certified Financial Planner
Financial Planning Association of Australia

Registration History

Capstone Financial Planning Pty Ltd
Nov 2019 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Commonwealth Financial Planning Limited
Apr 2017 - Nov 2019 Ceased
Not authorised to provide personal advice on Standard Margin Lending
Commonwealth Financial Planning Limited
Oct 2010 - Mar 2017 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Charter Financial Planning Limited
Mar 2010 - Jun 2010 Ceased

Source: ASIC Financial Advisers Register