Financial Adviser · CALOUNDRA, QLD

Kelly Jane Ashley

CALOUNDRA, QLD

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000283003

Currently at

Compass Financial Solutions

Bundall, QLD (firm address)

View firm profile

Kelly Jane Ashley is a financial adviser based in Caloundra, Queensland, with 21 years of experience in the financial services industry since 2005. Kelly is currently authorised under Professional Investment Services, operating through Compass Financial Solutions. Kelly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kelly holds a Diploma of Financial Planning (8 Units) from Deakin. Kelly is a member of Financial Advice Association of Australia (FAAA) and LRS - Life Risk Specialist (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Planning (8 Units)

Deakin

Registration History

Professional Investment Services Pty Ltd

Dec 2018 - Present Current

Akumin Financial Planning Pty Limited

Feb 2018 - Apr 2018 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Hillross Financial Services Limited

Jul 2011 - Sep 2017 Ceased

Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

SIRISTON GROUP LTD

Apr 2005 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register