Luke James Kelly
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000416693
- Location
- Sydney NSW 2000
- Licensee
- Pkfwafsl Pty Ltd (AFSL 525655)
- Authorised since
- 23 February 2021
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce (Finance and Economics), University of Wollongong (2008); Diploma of Financial Services (Financial Planning), International Institute of Technology (2011); FNS60410 Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Self Managed Superannuation Funds, Kaplan (2016); FChFP Fellow Chartered Financial Practitioner, Association of Financial Advisers (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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 Luke James Kelly
Luke James Kelly is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000416693.
Luke provides advice as an authorised representative of Pkfwafsl Pty Ltd, which holds Australian financial services licence 525655. The current authorisation started on 23 February 2021.
The register records 2012 as the year Luke first provided financial advice. The qualifications listed for Luke include Bachelor of Commerce (Finance and Economics) (University of Wollongong, 2008), Diploma of Financial Services (Financial Planning) (International Institute of Technology, 2011) and FNS60410 Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014).
Luke 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 Luke James Kelly a registered financial adviser?
Yes. Luke James Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000416693.
Which licensee does Luke James Kelly work under?
Pkfwafsl Pty Ltd, Australian financial services licence 525655.
What can Luke James Kelly 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.