Ian Kelly
Financial Adviser in Cannon Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000270376
- Location
- Cannon Valley QLD 4802
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 23 July 2015
- First provided advice
- 2002
- Qualifications
- ASX Borker Exam, Securities Institute Education (2004); Diploma of Financial Planning (8 units), FPA Australia (2004); Commercial Law Course, Kaplan Professional (2025); Tax for Financial Advising Course, Kaplan Professional (2025)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Restricted from giving advice in Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Kelly
Ian Kelly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cannon Valley, Queensland (adviser number 000270376).
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 23 July 2015.
According to the register, Ian first provided financial advice in 2002. The qualifications listed for Ian include ASX Borker Exam (Securities Institute Education, 2004), Diploma of Financial Planning (8 units) (FPA Australia, 2004) and Commercial Law Course (Kaplan Professional, 2025). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
Ian is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Restricted from giving advice in Self Managed Superannuation Funds.”
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Questions people ask
Is Ian Kelly a registered financial adviser?
Yes. Ian Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000270376.
Which licensee does Ian Kelly work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Ian Kelly give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Restricted from giving advice in Self Managed Superannuation Funds."