Joshua Kelly
Financial Adviser in Bundall, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001255974
- Location
- Bundall QLD 4217
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 12 April 2024
- First provided advice
- 2017
- Qualifications
- Graduate Certificate in Financial Planning, Griffith University (2015); Master of Financial Planning, Griffith University (2018); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua Kelly
Joshua Kelly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bundall, Queensland (adviser number 001255974).
The licensee Joshua advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 12 April 2024.
The register records 2017 as the year Joshua first provided financial advice. The qualifications listed for Joshua include Graduate Certificate in Financial Planning (Griffith University, 2015), Master of Financial Planning (Griffith University, 2018) and Ethics and Professionalism in Financial Advice (Kaplan, 2020).
Joshua is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joshua Kelly a registered financial adviser?
Yes. Joshua Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255974.
Which licensee does Joshua Kelly work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Joshua 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.