Financial Adviser
· GERALDTON, WA
Kelly Greenaway
No disciplinary history on record with ASIC
GERALDTON,
WA
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256040
About Kelly Greenaway
Kelly Greenaway is a financial adviser based in Geraldton, Western Australia, with 9 years of experience in the financial services industry since 2017. Kelly is currently authorised under Sentry Advice, operating through Geraldton Wealth. Kelly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kelly's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Kelly 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
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
Kaplan Education Pty Limited
2017
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2021
SuperConcepts & ICFS Specialist SMSF Course
Super Concepts
2022
Accredited Aged Care Professional
Aged Care Steps
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register