Kelly Greenaway
Financial Adviser in Geraldton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001256040
- Location
- Geraldton WA 6530
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 26 March 2020
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning, Kaplan Education Pty Limited (2014); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2017); SuperConcepts & ICFS Specialist SMSF Course, Super Concepts (2021); Accredited Aged Care Professional, Aged Care Steps (2022); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (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 Kelly Greenaway
On the Financial Advisers Register kept by ASIC, Kelly Greenaway appears as a current financial adviser in Geraldton, Western Australia, adviser number 001256040.
The licensee Kelly advises under is Sentry Advice Pty Ltd (AFS licence 227748). That authorisation dates from 26 March 2020.
According to the register, Kelly first provided financial advice in 2017. The qualifications listed for Kelly include Diploma of Financial Planning (Kaplan Education Pty Limited, 2014), Advanced Diploma of Financial Planning (Kaplan Education Pty Ltd, 2017) and SuperConcepts & ICFS Specialist SMSF Course (Super Concepts, 2021). 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 Greenaway a registered financial adviser?
Yes. Kelly Greenaway is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001256040.
Which licensee does Kelly Greenaway work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Kelly Greenaway 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.