KELLIE ANN CLAY
Financial Adviser · Scoresby, VIC
📚 Qualifications & Training
2000 - Bachelor of Business (Accounting) - - Monash University
2000 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University
2016 - FNS10 Training Package (RG146) - - Pinnacle Financial Services Academy
2016 - FNS10 Training Package (RG146) - Certificate (AQF 1-4) - Pinnacle Financial Services Academy
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.