Barbara Kelly
Financial Adviser in Echuca, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000409876
- Location
- Echuca VIC 3564
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 20 March 2020
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2016); Ethics for Financial Services, Deakin Business School (2021); Graduate Diploma of Financial Services, Deakin University (2021); Accredited Aged Care Professional, Aged Care Steps (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Barbara Kelly
Barbara Kelly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Echuca, Victoria (adviser number 000409876).
Barbara provides advice as an authorised representative of Insight Investment Services Pty Ltd, which holds Australian financial services licence 309996. The current authorisation started on 20 March 2020.
The register records 2011 as the year Barbara first provided financial advice. The qualifications listed for Barbara include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Advanced Diploma of Financial Planning (Kaplan Professional, 2016) and Ethics for Financial Services (Deakin Business School, 2021). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Barbara is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Barbara Kelly a registered financial adviser?
Yes. Barbara Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000409876.
Which licensee does Barbara Kelly work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Barbara Kelly give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.