William Ambrose Kelly
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254947
- Location
- Geelong VIC 3220
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 25 May 2017
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (Accounting), Deakin University (1993); Chartered Accountant, The Institute of Chartered Accountants in Australia (1997); Diploma of Financial Planning, International Institute of Technology (IIT) (2017); Specialist SMSF Certificate, International Institute of Technology (IIT) (2017); Superannuation & Retirement Advice (FPC003), Kaplan Professional (2024); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2025)
- Memberships
- Institute of Chartered Accountants Australia (ICAA); National Tax & Accountant Association (NTAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About William Ambrose Kelly
On the Financial Advisers Register kept by ASIC, William Ambrose Kelly appears as a current financial adviser in Geelong, Victoria, adviser number 001254947.
Advice is given under the Australian financial services licence of Politis Investment Strategies Pty Ltd, licence number 253125. The current authorisation started on 25 May 2017.
According to the register, William first provided financial advice in 2017. Qualifications and training on file include Bachelor of Business (Accounting) (Deakin University, 1993), Chartered Accountant (The Institute of Chartered Accountants in Australia, 1997) and Diploma of Financial Planning (International Institute of Technology (IIT), 2017). Professional memberships recorded: Institute of Chartered Accountants Australia (ICAA) and National Tax & Accountant Association (NTAA).
William is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is William Ambrose Kelly a registered financial adviser?
Yes. William Ambrose Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254947.
Which licensee does William Ambrose Kelly work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can William Ambrose Kelly give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."