Financial Adviser
· MILTON, QLD
Samuel Kelly
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000244
Samuel Kelly is a financial adviser based in Milton, Queensland, with 13 years of experience in the financial services industry. Samuel is currently authorised under Aia Financial Services Pty Limited. Samuel 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 Bachelor of International Relations from Griffith University. Samuel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of International Relations
Griffith University
2014
Advanced Diploma of Financial Planning
Monarch Institute
2014
Self-Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Fellow Chartered Financial Planner (FChFP)
Association of Financial Advisers (AFA)
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register