William Jack Kelly
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001264149
- Location
- Geelong VIC 3220
- Licensee
- Financial Index Australia Pty Ltd (AFSL 240559); Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 23 September 2019
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Financial Planning), Deakin University (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About William Jack Kelly
William Jack Kelly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 001264149).
Advice is given under the Australian financial services licence of Financial Index Australia Pty Ltd, licence number 240559. The register also lists Findex Advice Services Pty Ltd (licence 243253). The current authorisation started on 23 September 2019.
According to the register, William first provided financial advice in 2018. Qualifications and training on file include Bachelor of Commerce (Financial Planning) (Deakin University, 2017) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2022).
William is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 William Jack Kelly a registered financial adviser?
Yes. William Jack Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001264149.
Which licensee does William Jack Kelly work under?
Financial Index Australia Pty Ltd, Australian financial services licence 240559 and Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can William Jack 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.