Kelly Menzies
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001250188
- Location
- Newcastle NSW 2300
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 28 July 2025
- First provided advice
- 2016
- Qualifications
- Graduate Diploma in Financial Planning, FINSIA (2008); Accredited Listed Product Adviser Program, Kaplan Professional (2017); Bachelor of Education (Habilitation), Australian Catholic University (2022); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2024)
- 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 Menzies
Kelly Menzies is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle, New South Wales (adviser number 001250188).
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 28 July 2025.
According to the register, Kelly first provided financial advice in 2016. The qualifications listed for Kelly include Graduate Diploma in Financial Planning (FINSIA, 2008), Accredited Listed Product Adviser Program (Kaplan Professional, 2017) and Bachelor of Education (Habilitation) (Australian Catholic University, 2022).
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 Menzies a registered financial adviser?
Yes. Kelly Menzies is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001250188.
Which licensee does Kelly Menzies work under?
Count Financial Limited, Australian financial services licence 227232.
What can Kelly Menzies 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.