Financial Adviser
· BRISBANE CITY, QLD
Kelly Lee Gray
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001317966
Kelly Lee Gray is a financial adviser based in Brisbane City, Queensland. Kelly is currently authorised under Walshs Financial Planning 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Foundation Diploma of Financial Planning
Financial Planning Association
2006
Diploma of Financial Services (Financial Planning) (FNS50804)
Tribeca Learning (Aust) Pty Limited
2016
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Margin Lending Specialist
Kaplan Higher Education Pty Ltd