Financial Adviser
· ECHUCA, VIC
Barbara Kelly
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000409876
Barbara Kelly is a financial adviser based in Echuca, Victoria, with 15 years of experience in the financial services industry. Barbara is currently authorised under Insight Investment Services Pty Ltd. Barbara 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 Services from Deakin University. Barbara 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
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2021
Ethics for Financial Services
Ethics - Deakin Business School
2021
Graduate Diploma of Financial Services
Deakin University
2022
Accredited Aged Care Professional
Aged Care Steps
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register