Kellie Jane Treweek
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000429280
- Location
- Brisbane QLD 4000
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 4 August 2025
- First provided advice
- 2011
- Qualifications
- Advanced Diploma of Financial Services, Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2012); ALPA, Kaplan (2020); Graduate Diploma of Financial Planning, Kaplan (2020); Master of Financial Planning, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Kellie Jane Treweek
Kellie Jane Treweek is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000429280.
The licensee Kellie advises under is Fortnum Advice Pty Ltd (AFS licence 519190). That authorisation dates from 4 August 2025.
According to the register, Kellie first provided financial advice in 2011. The qualifications listed for Kellie include Advanced Diploma of Financial Services (Kaplan, 2010), Self Managed Superannuation Funds (Kaplan, 2012) and ALPA (Kaplan, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Kellie is authorised to advise 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 Kellie Jane Treweek a registered financial adviser?
Yes. Kellie Jane Treweek is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000429280.
Which licensee does Kellie Jane Treweek work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can Kellie Jane Treweek 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.