KANE ELLERY

Financial Adviser ยท Crows Nest, NSW

Registered

Registration Number

001006315

Registration Status

Registered

Location

Crows Nest, NSW 2065

Providing Advice Since

2008

Registration Date

04/11/2021

Financial Services Licensee

NEWELL PALMER SECURITIES PTY LTD

Licence #000229264

๐Ÿ“š Qualifications & Training

2011 - Advanced Diploma of Financial Planning - - Kaplan Professional
2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.