Financial Adviser
· SOUTH YARRA, VIC
Jonathon Dennis Kelly
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000459855
Jonathon Dennis Kelly is a financial adviser based in South Yarra, Victoria, with 12 years of experience in the financial services industry. Jonathon is currently authorised under Count Financial Limited. Jonathon 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Jonathon is a member of 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
2004
Certificate IV in Financial Services
Swinburne University of Technology
2009
Diploma of Financial Services (Financial Planning)
ThreeSixty
2016
Accredited Listed Product Adviser Program
Kaplan Professional
2016
Self-Managed Superannuation Fund
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
MAGNITUDE GROUP PTY LTD
ACN 143 933 644 PTY LTD
ACN 143 933 644 PTY LTD
Source: ASIC Financial Advisers Register