Financial Adviser · MOUNT GAMBIER, SA

Angela Marie Kelly

MOUNT GAMBIER, SA

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000422550

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

Angela Marie Kelly is a financial adviser based in Mount Gambier, South Australia, with 14 years of experience in the financial services industry since 2012. Angela is currently authorised under Count Financial Limited, operating through Count Financial. Angela holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Angela's qualifications include a Bachelor of Commerce (Financial Planning and Accounting) from Deakin University. Angela is a member of Institute of Public Accountants (IPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2009

Margin Lending/Gearing

CBA Accreditation

2010

Bachelor of Commerce (Financial Planning and Accounting)

Deakin University

2014

Aged Care

CBA Accreditation

2015

Self-Managed Superannuation Funds

CBA Accreditation

2017

TASA and the TPB Code of Professional Conduct

Kaplan Professional

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Count Financial Limited

May 2026 - Present Current

Count Financial Limited

May 2012 - Apr 2026 Ceased

Source: ASIC Financial Advisers Register