Financial Adviser
· WARWICK, QLD
Eliza Claire Kelly
No disciplinary history on record with ASIC
WARWICK,
QLD
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297407
About Eliza Claire Kelly
Eliza Claire Kelly is a financial adviser based in Warwick, Queensland, with 3 years of experience in the financial services industry since 2023. Eliza is currently authorised under Adrians Wealth Management, operating through Optimum Financial Planning. Eliza holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Eliza's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University. Eliza 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
2022
Bachelor of Commerce (Financial Planning)
Deakin University
2022
FASEA Adviser Exam
FASEA
Registration History
Source: ASIC Financial Advisers Register