JOSHUA KELLY

Financial Adviser · Bundall, QLD

Registered

Registration Number

001255974

Registration Status

Registered

Location

Bundall, QLD 4217

Providing Advice Since

2017

Registration Date

12/08/2020

Financial Services Licensee

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD

Licence #000244252

📚 Qualifications & Training

2015 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

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.