Kellie Jane Dhu
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000392346
- Location
- Osborne Park WA 6017
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 3 January 2023
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Kellie Jane Dhu
Kellie Jane Dhu is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Osborne Park, Western Australia (adviser number 000392346).
The licensee Kellie advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 3 January 2023.
The register records 2010 as the year Kellie first provided financial advice. The qualifications listed for Kellie include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010), Margin Lending and Geared Investments (Kaplan Professional, 2011) and Advanced Diploma of Financial Planning (Kaplan Professional, 2016). Kellie is recorded as a member of Financial Advice Association of Australia (FAAA).
Kellie is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not SMSF.”
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Questions people ask
Is Kellie Jane Dhu a registered financial adviser?
Yes. Kellie Jane Dhu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000392346.
Which licensee does Kellie Jane Dhu work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Kellie Jane Dhu give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not SMSF."