Financial Adviser
· MELBOURNE, VIC
Christopher Kelly
No disciplinary history on record with ASIC
41
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296416
Christopher Kelly is a financial adviser based in Melbourne, Victoria, with 41 years of experience in the financial services industry. Christopher is currently authorised under Onefocus Financial Services Pty Ltd. Christopher 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 Advanced Diploma of Business Management from University of Ballarat. Christopher is a member of MFAA - Mortgage & Finance Association of Australia.
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
2003
Advanced Diploma of Business Management
University of Ballarat
2005
Diploma of Financial Services (Financial Planning)
AMP Limited
2006
Certificate IV Financial Services (Finance/Mortgage Broking)
Plan Connect
2012
Diploma of Finance and Mortgage Broking Management
AAMC Training Group
2016
AFA3 Advanced Advice Solutions & AFA4 Professional Conduct & Governance for Financial Advisers
Associations of Financial Advisers
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