Financial Adviser · MOONEE PONDS, VIC

Kellie Rayner

MOONEE PONDS, VIC

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000449713

Currently at

Rayner Planners

Melbourne, VIC (firm address)

View firm profile

Kellie Rayner is a financial adviser based in Moonee Ponds, Victoria, with 27 years of experience in the financial services industry since 1999. Kellie is currently authorised under Capstone Financial Planning, operating through Rayner Planners. Kellie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kellie holds a Diploma of Financial Services (Financial Planning) from Commonwealth Bank. Kellie 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services (Financial Planning)

Commonwealth Bank

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 and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Commonwealth Financial Planning Limited

Oct 2003 - Nov 2019 Ceased

Not authorised to provide personal advice on Standard Margin Lending.

Source: ASIC Financial Advisers Register