Kelly Anne Brady
Financial Adviser in Mooloolaba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000451757
- Location
- Mooloolaba QLD 4557
- Licensee
- Vest Financial Pty Ltd (AFSL 549415)
- Authorised since
- 3 July 2023
- First provided advice
- 2013
- Qualifications
- Bachelor of Business Marketing, Sunshine Coast University (2014); Self Managed Superannuation Funds, International Institute of Technology (2014); Financial Planning, Griffith University (2018); Advanced Diploma of Financial Planning, International Institute of Technology (2019); Aged Care Specialist, Aged Care Steps (2019)
- 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 Kelly Anne Brady
Kelly Anne Brady is a financial adviser in Mooloolaba, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000451757.
Advice is given under the Australian financial services licence of Vest Financial Pty Ltd, licence number 549415. That authorisation dates from 3 July 2023.
The register records 2013 as the year Kelly first provided financial advice. The qualifications listed for Kelly include Bachelor of Business Marketing (Sunshine Coast University, 2014), Self Managed Superannuation Funds (International Institute of Technology, 2014) and Financial Planning (Griffith University, 2018). Kelly is recorded as a member of Financial Advice Association of Australia (FAAA).
Kelly 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 Kelly Anne Brady a registered financial adviser?
Yes. Kelly Anne Brady is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000451757.
Which licensee does Kelly Anne Brady work under?
Vest Financial Pty Ltd, Australian financial services licence 549415.
What can Kelly Anne Brady 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.