KELLI HOOPER

Financial Adviser · Burnie, TAS

Registered

Registration Number

000306565

Registration Status

Registered

Location

Burnie, TAS 7320

Providing Advice Since

2006

Registration Date

01/07/2022

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - - Tribeca
2022 - FPE016 - Self Managed Superannuation Funds - Other - Kaplan

🏢 Professional Memberships

Financial Planner AFP (FPA)

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.