Financial Adviser
· GEELONG, VIC
William Jack Kelly
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264149
William Jack Kelly is a financial adviser based in Geelong, Victoria, with 8 years of experience in the financial services industry. William is currently authorised under Financial Index Australia Pty Ltd. William 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 Bachelor of Commerce (Financial Planning) from Deakin University.
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
2017
Bachelor of Commerce (Financial Planning)
Deakin University
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Excluding LRBA's
Superannuation does not include SMSF advice.
Source: ASIC Financial Advisers Register