Financial Adviser
· WEST PERTH, WA
Adi Miriam Mckellar
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001312375
Adi Miriam Mckellar is a financial adviser based in West Perth, Western Australia, with 1 year of experience in the financial services industry. Adi is currently authorised under Capital Partners Consulting Pty Ltd. Adi 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. Adi 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
2019
Bachelor of Arts
Murdoch
2021
Graduate Diploma of Financial Planning
Kaplan
2024
Master of Financial Planning
Kaplan