Financial Adviser · VARSITY LAKES, QLD

Mitchell Kelsey

VARSITY LAKES, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001272673

Practice

Runway Wealth Management

Varsity Lakes, QLD (practice address on ASIC register)

Licensed through Wealth Today

View practice

About Mitchell Kelsey

Mitchell Kelsey is a financial adviser based in Varsity Lakes, Queensland, with 8 years of experience in the financial services industry since 2018. Mitchell works at Runway Wealth Management, which is licensed through Wealth Today. Mitchell holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mitchell's qualifications include a Bachelor of Commerce (Financial Planning) from Griffith University.

Authorised to Advise On

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

Restrictions: Superannuation - All authorisation excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2015

Diploma of Financial Planning

Kaplan Education Pty Limited

2017

Bachelor of Commerce (Financial Planning)

Griffith University

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Wealth Today Pty Ltd

Sep 2024 - Present Current

Superannuation - All authorisation excludes SMSF advice

ATLAS WEALTH MANAGEMENT PTY LTD

Dec 2018 - Sep 2024 Ceased

FINCHOICE PTY LTD

Mar 2018 - Oct 2018 Ceased

DIY MASTER PTY LTD

Aug 2013 - Mar 2018 Ceased

Source: ASIC Financial Advisers Register