JEREMY KELLS
Financial Adviser · Keswick, SA
📚 Qualifications & Training
2004 - Certificate - Certificate IV in Mortgage Broking - - Tribeca
2004 - Diploma - Financial Planning - - Tribeca
2006 - Advanced Diploma - Financial Planning - - Tribeca
2007 - CFP - Certified Financial Planner - - Financial Planning Association of Australia
2013 - Bachelor Degree - Commerce & Applied Finance - - University of South Australia
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.