IAN KELLY
Financial Adviser · Wakerley, QLD
📚 Qualifications & Training
2004 - ASX Borker Exam - Other - Securities Institute Education
2004 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
2025 - Commercial Law Course - Other - Kaplan Professional
2025 - Tax for Financial Advising Course - Other - Kaplan Professional
🏢 Professional Memberships
Certified Financial Planner (CFP) of 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.