Jonathon Dennis Kelly
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000459855
- Location
- South Yarra VIC 3141
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 10 January 2020
- First provided advice
- 2014
- Qualifications
- Certificate IV in Financial Services, Swinburne University of Technology (2004); Diploma of Financial Services (Financial Planning), ThreeSixty (2009); Accredited Listed Product Adviser Program, Kaplan Professional (2016); Self-Managed Superannuation Fund, Mentor Education (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education (2025)
- Memberships
- SMSF Association
- 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 Jonathon Dennis Kelly
Jonathon Dennis Kelly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Yarra, Victoria (adviser number 000459855).
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 10 January 2020.
According to the register, Jonathon first provided financial advice in 2014. Qualifications and training on file include Certificate IV in Financial Services (Swinburne University of Technology, 2004), Diploma of Financial Services (Financial Planning) (ThreeSixty, 2009) and Accredited Listed Product Adviser Program (Kaplan Professional, 2016). Professional memberships recorded: SMSF Association.
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 Jonathon Dennis Kelly a registered financial adviser?
Yes. Jonathon Dennis Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000459855.
Which licensee does Jonathon Dennis Kelly work under?
Count Financial Limited, Australian financial services licence 227232.
What can Jonathon Dennis 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.