Financial Adviser
· MELBOURNE, VIC
Laura Ann Kelly
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267103
Laura Ann Kelly is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Laura is currently authorised under Perpetual Trustee Company Limited. Laura 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 Business (Financial Planning) from RMIT. Laura 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
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business (Financial Planning)
RMIT
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional