JAMES MORTON KELLY
Financial Adviser · Warrnambool, VIC
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2010 - Advanced Diploma of Financial Services (Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2010 - Master of Business Administration - Masters Degree (AQF 9) - University of Melbourne
2016 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher 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.