Financial Adviser
· SEVEN HILLS, NSW
Brett John Kelly
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341387
Brett John Kelly is a financial adviser based in Seven Hills, New South Wales, with 17 years of experience in the financial services industry. Brett is currently authorised under Dirigere Advisory Pty Limited. Brett 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 Margin Lending and Geared Investments from Kaplan Professional Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2012
FNS60404
- Kaplan Professional Education
2013
Self Managed Superannuation Funds
Kaplan Professional Education
2014
FNS40811
- Kaplan Professional Education