Financial Adviser
· WARRNAMBOOL, VIC
James Morton Kelly
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256075
James Morton Kelly is a financial adviser based in Warrnambool, Victoria, with 9 years of experience in the financial services industry. James is currently authorised under Consultum Financial Advisers Pty Ltd. James 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited.
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
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2010
Advanced Diploma of Financial Services (Financial Planning
Kaplan Professional Education
2010
Master of Business Administration
University of Melbourne
2016
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education