Kelly Jade King
Financial Adviser in Mandurah, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004938
- Location
- Mandurah WA 6210
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 9 June 2022
- First provided advice
- 2001
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2008); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); FPE016 Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2021); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022); Accredited Aged Care Profesional, Aged Care Steps (ACS) (2023); Master of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kelly Jade King
Kelly Jade King is a financial adviser in Mandurah, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001004938.
Kelly provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. The current authorisation started on 9 June 2022.
According to the register, Kelly first provided financial advice in 2001. The qualifications listed for Kelly include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2008), Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011) and FPE016 Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2021). Professional memberships recorded: 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 9 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 Jade King a registered financial adviser?
Yes. Kelly Jade King is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004938.
Which licensee does Kelly Jade King work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Kelly Jade King 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.