Linda O’Kelly
Financial Adviser in Tura Beach, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000326599
- Location
- Tura Beach NSW 2548
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 16 April 2019
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education Group (2009); Advanced Diploma of Financial Services (Financial Planning), Mentor Education Group (2010); Self Managed Superannuation Funds, Mentor Education (2019); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2020)
- Advice areas
- superannuation, 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 Linda O’Kelly
Linda O’Kelly is a financial adviser in Tura Beach, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000326599.
The licensee Linda advises under is Synchron Advice Pty Ltd (AFS licence 243313). The current authorisation started on 16 April 2019.
According to the register, Linda first provided financial advice in 2008. The qualifications listed for Linda include Diploma of Financial Services (Financial Planning) (Mentor Education Group, 2009), Advanced Diploma of Financial Services (Financial Planning) (Mentor Education Group, 2010) and Self Managed Superannuation Funds (Mentor Education, 2019).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Linda O'Kelly a registered financial adviser?
Yes. Linda O'Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000326599.
Which licensee does Linda O'Kelly work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Linda O'Kelly give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.