JONATHON DENNIS KELLY
Financial Adviser · South Yarra, VIC
📚 Qualifications & Training
2004 - Certificate IV in Financial Services - Certificate (AQF 1-4) - Swinburne University of Technology
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
2016 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2016 - Self-Managed Superannuation Fund - Other - Mentor Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
SMSF Association
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.