Financial Adviser
· COORPAROO, QLD
Kellie Joanne Tesolin
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000304998
Kellie Joanne Tesolin is a financial adviser based in Coorparoo, Queensland, with 20 years of experience in the financial services industry. Kellie is currently authorised under Lifespan Financial Planning Pty Ltd. Kellie holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Fellow Chartered Financial Practitioner (FChFP)
AFA
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
Graduate Diploma of Financial Planning
Kaplan
2021
Master of Financial Planning
Kaplan
Registration History
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register