Financial Adviser
· MANDURAH, WA
Kelly Jade King
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004938
Kelly Jade King is a financial adviser based in Mandurah, Western Australia, with 25 years of experience in the financial services industry. Kelly is currently authorised under Synchron Advice Pty Ltd. Kelly 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. Kelly 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2021
FPE016 Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Accredited Aged Care Profesional
Aged Care Steps (ACS)
2023
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register