Danielle Maree Kelly
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001189
- Location
- Wollongong NSW 2500
- Licensee
- Symes Warne & Associates Pty Ltd (AFSL 241050)
- Authorised since
- 30 December 2003
- First provided advice
- 1997
- Qualifications
- Bachelor of Commerce (Accounting and Management), University of Wollongong (1994); Certified Financial Planner, FAAA (1999); Diploma of Financial Planning, FAAA (1999); Certified Practising Accountant (Financial Planning Speciaiist, CPA Australia (2003)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Danielle Maree Kelly
Danielle Maree Kelly is a financial adviser in Wollongong, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001001189.
Danielle provides advice as an authorised representative of Symes Warne & Associates Pty Ltd, which holds Australian financial services licence 241050. The current authorisation started on 30 December 2003.
According to the register, Danielle first provided financial advice in 1997. Qualifications and training on file include Bachelor of Commerce (Accounting and Management) (University of Wollongong, 1994), Certified Financial Planner (FAAA, 1999) and Diploma of Financial Planning (FAAA, 1999). Danielle is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Danielle Maree Kelly a registered financial adviser?
Yes. Danielle Maree Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001189.
Which licensee does Danielle Maree Kelly work under?
Symes Warne & Associates Pty Ltd, Australian financial services licence 241050.
What can Danielle Maree Kelly give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.