Financial Adviser
· SCORESBY, VIC
Kellie Ann Clay
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001244579
Kellie Ann Clay is a financial adviser based in Scoresby, Victoria, with 10 years of experience in the financial services industry. Kellie is currently authorised under Elysium Strategic Solutions Pty Ltd. Kellie holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from Monash University. Kellie is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business (Accounting)
Monash University
2016
FNS10 Training Package (RG146)
Pinnacle Financial Services Academy
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register