BRETT JOHN KELLY
Financial Adviser · Seven Hills, NSW
📚 Qualifications & Training
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2012 - FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2013 - Self Managed Superannuation Funds - - Kaplan Professional Education
2014 - FNS40811 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional Education
ℹ️ 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.