Kellie Jean Scott
Financial Adviser in Balmain, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003794
- Location
- Balmain NSW 2041
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 12 November 2019
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Banking & Finance), University of South Australia (2003); Diploma of Financial Planning, Financial Planning Assocation of Australia (2004); Margin Lending and Geared Investments, Kaplan Professional (2011); Certified Financial Planner, Financial Planning Association of Australia (2013)
- 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, standard margin lending
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Kellie Jean Scott
Kellie Jean Scott is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Balmain, New South Wales (adviser number 001003794).
Kellie provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 12 November 2019.
The register records 2010 as the year Kellie first provided financial advice. Qualifications and training on file include Bachelor of Business (Banking & Finance) (University of South Australia, 2003), Diploma of Financial Planning (Financial Planning Assocation of Australia, 2004) and Margin Lending and Geared Investments (Kaplan Professional, 2011).
Kellie is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is Kellie Jean Scott a registered financial adviser?
Yes. Kellie Jean Scott is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003794.
Which licensee does Kellie Jean Scott work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Kellie Jean Scott 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; standard margin lending. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."