Financial Adviser
· MELBOURNE, VIC
Kelly Mayberry
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000423680
Kelly Mayberry is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. Kelly is currently authorised under Fmd Advisory Services Pty Ltd. Kelly 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 Certified Financial Planner from Financial Advice Association Australia. Kelly is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2005
Certificate III in Financial Services
Victorian Registration and Qualifications Authority (VRQA)
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
FPETH501A
Bridging Course - Ethics - TAFE NSW
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2024
Certified Financial Planner
Financial Advice Association Australia
2024
Master of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register