Financial Adviser
· EPSOM, VIC
John Alexander Kelly
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000417383
John Alexander Kelly is a financial adviser based in Epsom, Victoria, with 27 years of experience in the financial services industry. John is currently authorised under Chpw Financial Pty Ltd. John 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. John 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2006
Diploma of Financial Services(Financial Planning)
Tribeca
2011
Margin Lending and Geared Investments
Kaplan
2012
SMSF Specialist Adviser
Self Managed Super Fund Association
2022
Graduate Diploma of Financial Planning
Kaplan
Registration History
Government Debentures Stocks or Bonds: class of product only.
CAMPASPE FINANCIAL SERVICES PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register