DANIELLE MAREE KELLY
Financial Adviser · Wollongong, NSW
📚 Qualifications & Training
1994 - Bachelor of Commerce (Accounting and Management) - Bachelor Degree (AQF 7) - University of Wollongong
1999 - Certified Financial Planner - Professional Designations - FAAA
1999 - Diploma of Financial Planning - Diploma (AQF 5) - FAAA
2003 - Certified Practising Accountant (Financial Planning Speciaiist - Professional Designations - CPA Australia
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.