Financial Adviser
· WOLLONGONG, NSW
Danielle Maree Kelly
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001189
Danielle Maree Kelly is a financial adviser based in Wollongong, New South Wales, with 29 years of experience in the financial services industry. Danielle is currently authorised under Symes Warne & Associates Pty Ltd. Danielle 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 FAAA. Danielle is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Commerce (Accounting and Management)
University of Wollongong
1999
Certified Financial Planner
FAAA
1999
Diploma of Financial Planning
FAAA
2003
Certified Practising Accountant (Financial Planning Speciaiist
CPA Australia