Data sourced from ASIC Financial Advisers Register
Financial Adviser · UPPER MOUNT GRAVATT, QLD

Patrick John Kelly

UPPER MOUNT GRAVATT, QLD
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000244957
Practice
Peak Partnership Wealth Design Solutions
Upper Mount Gravatt, QLD (practice address on ASIC register)
Licensed through Professional Investment Services
View practice

About Patrick John Kelly

Patrick John Kelly is a financial adviser based in Upper Mount Gravatt, Queensland, with 23 years of experience in the financial services industry since 2003. Patrick works at Peak Partnership Wealth Design Solutions, which is licensed through Professional Investment Services. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Certified Financial Planner from FPA. Patrick 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 Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Commerce
University Of Queensland
2002
Bachelor of Economics
University of Queensland
2003
Diploma of Financial Planning
FPA
2005
Self Managed Super Fund Course
Australian Executor Trustees
2006
Certified Financial Planner
FPA

Registration History

Professional Investment Services Pty Ltd
Apr 2013 - Present Current

Source: ASIC Financial Advisers Register