Patrick John Kelly
Financial Adviser in Upper Mount Gravatt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244957
- Location
- Upper Mount Gravatt QLD 4122
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 25 April 2013
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, University Of Queensland (2002); Bachelor of Economics, University of Queensland (2002); Diploma of Financial Planning, FPA (2003); Self Managed Super Fund Course, Australian Executor Trustees (2005); Certified Financial Planner, FPA (2006)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Patrick John Kelly
Patrick John Kelly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Upper Mount Gravatt, Queensland (adviser number 000244957).
Advice is given under the Australian financial services licence of Professional Investment Services Pty Ltd, licence number 234951. That authorisation dates from 25 April 2013.
The register records 2003 as the year Patrick first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University Of Queensland, 2002), Bachelor of Economics (University of Queensland, 2002) and Diploma of Financial Planning (FPA, 2003). 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 government debentures, stocks and bonds, 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 Patrick John Kelly a registered financial adviser?
Yes. Patrick John Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244957.
Which licensee does Patrick John Kelly work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Patrick John Kelly give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.