Kellie Ann Clay
Financial Adviser in Scoresby, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001244579
- Location
- Scoresby VIC 3179
- Licensee
- Elysium Strategic Solutions Pty Ltd (AFSL 487633)
- Authorised since
- 17 October 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (Accounting), Monash University (2000); FNS10 Training Package (RG146), Pinnacle Financial Services Academy (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- Memberships
- CPA Australia (CPA)
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Kellie Ann Clay
On the Financial Advisers Register kept by ASIC, Kellie Ann Clay appears as a current financial adviser in Scoresby, Victoria, adviser number 001244579.
Kellie provides advice as an authorised representative of Elysium Strategic Solutions Pty Ltd, which holds Australian financial services licence 487633. That authorisation dates from 17 October 2016.
The register records 2016 as the year Kellie first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (Monash University, 2000), FNS10 Training Package (RG146) (Pinnacle Financial Services Academy, 2016) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2024). Kellie is recorded as a member of CPA Australia (CPA).
Kellie is authorised to advise on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kellie Ann Clay a registered financial adviser?
Yes. Kellie Ann Clay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001244579.
Which licensee does Kellie Ann Clay work under?
Elysium Strategic Solutions Pty Ltd, Australian financial services licence 487633.
What can Kellie Ann Clay give advice on?
The register lists these advice areas: self-managed superannuation funds.