Financial Adviser
· CALOUNDRA, QLD
Kelly Jane Ashley
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000283003
Kelly Jane Ashley is a financial adviser based in Caloundra, Queensland, with 21 years of experience in the financial services industry. Kelly is currently authorised under Professional Investment Services 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). Kelly holds a Diploma of Financial Planning (8 Units) from Deakin. Kelly is a member of Financial Advice Association of Australia (FAAA) and LRS - Life Risk Specialist (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning (8 Units)
Deakin
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SIRISTON GROUP LTD
Source: ASIC Financial Advisers Register