Kelly Jane Ashley
Financial Adviser in Caloundra, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000283003
- Location
- Caloundra QLD 4551
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 19 December 2018
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Planning (8 Units), Deakin (2004)
- Memberships
- Financial Advice Association of Australia (FAAA); LRS - Life Risk Specialist (FPA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Kelly Jane Ashley
Kelly Jane Ashley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Caloundra, Queensland (adviser number 000283003).
The licensee Kelly advises under is Professional Investment Services Pty Ltd (AFS licence 234951). The current authorisation started on 19 December 2018.
The register records 2005 as the year Kelly first provided financial advice. The qualifications listed for Kelly include Diploma of Financial Planning (8 Units) (Deakin, 2004). Kelly is recorded as a member of Financial Advice Association of Australia (FAAA) and LRS – Life Risk Specialist (FPA).
Kelly is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kelly Jane Ashley a registered financial adviser?
Yes. Kelly Jane Ashley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283003.
Which licensee does Kelly Jane Ashley work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Kelly Jane Ashley give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.