Financial Adviser · WEST END, QLD

Kelly Jane Conley

13 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000440005

Kelly Jane Conley is a financial adviser based in West End, Queensland, with 13 years of experience in the financial services industry. Kelly is currently authorised under Charter Financial Planning Limited. Kelly 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2015

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2016

Margin Lending

Kaplan Higher Education Pty Limited

2018

Accredited Aged Care Professional

Aged Care Steps

2020

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Apr 2025 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Wealth Effect Advisory Pty Ltd

Feb 2020 - Apr 2025 Ceased

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Oct 2014 - Feb 2020 Ceased

PRINCIPAL FINANCIAL GROUP PTY LTD

Jun 2013 - Oct 2014 Ceased

Source: ASIC Financial Advisers Register