ANGELA MARIE KELLY
Financial Adviser ยท Millicent, SA
๐ Qualifications & Training
2010 - Bachelor of Commerce (Financial Planning and Accounting) - Bachelor Degree (AQF 7) - Deakin University
2017 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
๐ข Professional Memberships
Institute of Public Accountants (IPA)
โน๏ธ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.