Financial Adviser
· NEWCASTLE, NSW
Kelly Menzies
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250188
Kelly Menzies is a financial adviser based in Newcastle, New South Wales, with 10 years of experience in the financial services industry. Kelly is currently authorised under Count Financial Limited. Kelly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Education (Habilitation) from Australian Catholic University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Graduate Diploma in Financial Planning
FINSIA
2017
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Bachelor of Education (Habilitation)
Australian Catholic University
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register