Financial Adviser
· SYDNEY, NSW
Michelle Kelly
No disciplinary history on record with ASIC
SYDNEY,
NSW
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003641
About Michelle Kelly
Michelle Kelly is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry since 2001. Michelle is currently authorised under Finchley & Kent, operating through Sun Foster. Michelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michelle's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Michelle is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Planning
FPA
2012
Accredited Derivatives Adviser (Level I)
Kaplan
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2016
Tier 1 Margin Lending
2022
Graduate Diploma of Financial Planning
Kaplan
Registration History
WEALTHSURE PTY LTD
ACN 096 994 302 PTY LTD
A.C.N. 116 900 362 LIMITED
A.C.N. 055 796 211 LIMITED
Source: ASIC Financial Advisers Register