Financial Adviser · CANNON VALLEY, QLD

Ian Kelly

CANNON VALLEY, QLD

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000270376

Currently at

Alliance Wealth

Bundall, QLD (firm address)

View firm profile

Ian Kelly is a financial adviser based in Cannon Valley, Queensland, with 24 years of experience in the financial services industry since 2002. Ian is currently authorised under Alliance Wealth. Ian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ian's qualifications include a Diploma of Financial Planning (8 units) from FPA Australia. Ian is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Restricted from giving advice in Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2004

ASX Borker Exam

Securities Institute Education

2004

Diploma of Financial Planning (8 units)

FPA Australia

2025

Commercial Law Course

Kaplan Professional

2025

Tax for Financial Advising Course

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

Jul 2015 - Present Current

Restricted from giving advice in Self Managed Superannuation Funds

Infocus Securities Australia Pty Ltd

Dec 2014 - Jul 2015 Ceased

Excludes SMSF

GPS Wealth Ltd

Jul 2013 - Nov 2014 Ceased

Quill Group Financial Planners Pty Ltd

May 2011 - May 2013 Ceased

Financial Wisdom Limited

Jul 2010 - May 2011 Ceased

Professional Investment Services Pty Ltd

Sep 2006 - Jun 2010 Ceased

Source: ASIC Financial Advisers Register