Financial Adviser
· MOOLOOLABA, QLD
Kelly Anne Brady
No disciplinary history on record with ASIC
MOOLOOLABA,
QLD
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000451757
About Kelly Anne Brady
Kelly Anne Brady is a financial adviser based in Mooloolaba, Queensland, with 13 years of experience in the financial services industry since 2013. Kelly is currently authorised under Vest Financial, operating through The Trustee For 3kh Family Trust. Kelly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kelly's qualifications include a Bachelor of Business Marketing from Sunshine Coast University. Kelly 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
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Business Marketing
Sunshine Coast University
2014
Self Managed Superannuation Funds
International Institute of Technology
2018
Financial Planning
Griffith University
2019
Advanced Diploma of Financial Planning
International Institute of Technology
2019
Aged Care Specialist
Aged Care Steps
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
PREMIUM WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register