Financial Adviser · COCKBURN CENTRAL, WA

Kelly-louise Pillay

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000305614

Kelly-louise Pillay is a financial adviser based in Cockburn Central, Western Australia, with 20 years of experience in the financial services industry. Kelly-louise is currently authorised under Kli Accountants And Wealth Managers Pty Ltd. Kelly-louise 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 CFP from Financial Planning Association of Australia. Kelly-louise is a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Commerce
Murdoch University
2006
Bachelor of Economics
Murdoch University
2008
Graduate Diploma in Financial Planning
FINSIA
2009
CFP
Financial Planning Association of Australia
2013
Masters of Taxation
Curtin University

Registration History

Mar 2014 - Present Current
Dec 2010 - Mar 2014 Ceased
SENTRY FINANCIAL PLANNING PTY LTD
Sep 2006 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register