Samuel Kelly
Financial Adviser in Milton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000244
- Location
- Milton QLD 4064
- Licensee
- Aia Financial Services Pty Limited (AFSL 231109)
- Authorised since
- 1 December 2021
- First provided advice
- 2013
- Qualifications
- Bachelor of International Relations, Griffith University (2011); Advanced Diploma of Financial Planning, Monarch Institute (2014); Self-Managed Superannuation Funds, Kaplan Professional (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Fellow Chartered Financial Planner (FChFP), Association of Financial Advisers (AFA) (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Samuel Kelly
Samuel Kelly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Milton, Queensland (adviser number 001000244).
The licensee Samuel advises under is Aia Financial Services Pty Limited (AFS licence 231109). That authorisation dates from 1 December 2021.
According to the register, Samuel first provided financial advice in 2013. Qualifications and training on file include Bachelor of International Relations (Griffith University, 2011), Advanced Diploma of Financial Planning (Monarch Institute, 2014) and Self-Managed Superannuation Funds (Kaplan Professional, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Samuel is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Samuel Kelly a registered financial adviser?
Yes. Samuel Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000244.
Which licensee does Samuel Kelly work under?
Aia Financial Services Pty Limited, Australian financial services licence 231109.
What can Samuel Kelly give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts.