Kelly Melissa Kennedy
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238575
- Location
- Sydney NSW 2000
- Licensee
- Bdo Private Wealth Advisers Pty Ltd (AFSL 238280)
- Authorised since
- 12 October 2020
- First provided advice
- 2016
- Qualifications
- Advanced Diploma Financial Services (Financial Planning), Kaplan Professional (2012); Self Managed Superannuation Fund, Kaplan (2015); Tier 1 Margin Lending and Geared Investments Accreditation, Kaplan (2015); Bachelor of Business (Financial Planning)., Royal Melbourne Institute of Technology (2017); Accredited Listed Product Adviser Program, Kaplan Professional (2019); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education (2024)
- 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 Melissa Kennedy
Kelly Melissa Kennedy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001238575).
Advice is given under the Australian financial services licence of Bdo Private Wealth Advisers Pty Ltd, licence number 238280. The current authorisation started on 12 October 2020.
According to the register, Kelly first provided financial advice in 2016. Qualifications and training on file include Advanced Diploma Financial Services (Financial Planning) (Kaplan Professional, 2012), Self Managed Superannuation Fund (Kaplan, 2015) and Tier 1 Margin Lending and Geared Investments Accreditation (Kaplan, 2015). 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 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 Melissa Kennedy a registered financial adviser?
Yes. Kelly Melissa Kennedy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238575.
Which licensee does Kelly Melissa Kennedy work under?
Bdo Private Wealth Advisers Pty Ltd, Australian financial services licence 238280.
What can Kelly Melissa Kennedy 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.