Financial Adviser · NARROGIN, WA

Kelly Amanda Fullston

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000279030

Kelly Amanda Fullston is a financial adviser based in Narrogin, Western Australia, with 28 years of experience in the financial services industry. Kelly is currently authorised under Interprac Financial Planning 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 Diploma of Financial Planning from Financial Planning Association of Australia. 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

2004
Diploma of Financial Planning
Financial Planning Association of Australia
2013
Margin Lending knowledge, Skills
Pinnacle Financial Services Academy

Registration History

Dec 2022 - Present Current
Dec 2019 - Nov 2022 Ceased
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
ELDERS FINANCIAL PLANNING PTY LTD
Jan 2005 - Dec 2019 Ceased
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; SMSF - Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register