Financial Adviser
· SYDNEY, NSW
Kelly Lee Lindsell
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241840
Kelly Lee Lindsell is a financial adviser based in Sydney, New South Wales, with 31 years of experience in the financial services industry. Kelly is currently authorised under Fitzpatricks Private Wealth Pty Ltd. 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Kelly is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1996
Bachelor of Commerce (Economics & Finance)
Western Sydney University
1998
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited
1999
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2025
SMSF Specialist Advisor Program
SMSF Association Ltd
2025
Tax for Financial Advising
Kaplan Professional
2026
Commercial Law
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
STRATEGIC WEALTH SOLUTIONS PTY LIMITED
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register