James Morton Kelly
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001256075
- Location
- Warrnambool VIC 3280
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2009); Advanced Diploma of Financial Services (Financial Planning, Kaplan Professional Education (2010); Master of Business Administration, University of Melbourne (2010); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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 James Morton Kelly
On the Financial Advisers Register kept by ASIC, James Morton Kelly appears as a current financial adviser in Warrnambool, Victoria, adviser number 001256075.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. That authorisation dates from 1 June 2021.
The register records 2017 as the year James first provided financial advice. The qualifications listed for James include Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2009), Advanced Diploma of Financial Services (Financial Planning (Kaplan Professional Education, 2010) and Master of Business Administration (University of Melbourne, 2010).
The authorisation covers advice 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 James Morton Kelly a registered financial adviser?
Yes. James Morton Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001256075.
Which licensee does James Morton Kelly work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can James Morton 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.