Michelle Kelly
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003641
- Location
- Sydney NSW 2000
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169)
- Authorised since
- 4 November 2024
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, FPA (2007); Accredited Derivatives Adviser (Level I), Kaplan (2012); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Tier 1 Margin Lending, Kaplan (2016); Graduate Diploma of Financial Planning, Kaplan (2022)
- 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 Michelle Kelly
Michelle Kelly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001003641).
Michelle provides advice as an authorised representative of Finchley & Kent Pty Ltd, which holds Australian financial services licence 555169. The current authorisation started on 4 November 2024.
According to the register, Michelle first provided financial advice in 2001. The qualifications listed for Michelle include Diploma of Financial Planning (FPA, 2007), Accredited Derivatives Adviser (Level I) (Kaplan, 2012) and Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Michelle Kelly a registered financial adviser?
Yes. Michelle Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003641.
Which licensee does Michelle Kelly work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169.
What can Michelle 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.