Mary Therese Kelly
Financial Adviser in South Brisbane, Queensland, Australia
Review Mary Therese Kelly
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000439761
- Location
- South Brisbane QLD 4101
- Licensee
- Meliora Management Pty Ltd (AFSL 527931)
- Authorised since
- 16 April 2021
- First provided advice
- 2013
- Qualifications
- Bachelor of Science, University of Queensland (2006); Diploma of Financial Planning FNS50804, Kaplan Australia (2009); Advanced Diploma of Financial Planning FNS60404, Kaplan Australia (2010); Diploma of Margin Lending, Pinnacle Financial Services Academy (2013); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2016); Accredited Aged Care Professional, Aged Care Steps (2024); Graduate Diploma of Financial Planning, Kaplan (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mary Therese Kelly
Mary Therese Kelly is a financial adviser in South Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000439761.
The licensee Mary advises under is Meliora Management Pty Ltd (AFS licence 527931). The current authorisation started on 16 April 2021.
The register records 2013 as the year Mary first provided financial advice. The qualifications listed for Mary include Bachelor of Science (University of Queensland, 2006), Diploma of Financial Planning FNS50804 (Kaplan Australia, 2009) and Advanced Diploma of Financial Planning FNS60404 (Kaplan Australia, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Mary 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.
Reviews
Nobody has reviewed Mary Therese Kelly here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Mary Therese Kelly a registered financial adviser?
Yes. Mary Therese Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000439761.
Which licensee does Mary Therese Kelly work under?
Meliora Management Pty Ltd, Australian financial services licence 527931.
What can Mary Therese 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; standard margin lending.