KELLY ANNE BRADY

Financial Adviser · Maroochydore, QLD

Registered

Registration Number

000451757

Registration Status

Registered

Location

Maroochydore, QLD 4558

Providing Advice Since

2013

Registration Date

02/09/2019

Financial Services Licensee

POOLE & PARTNERS INVESTMENT SERVICES PTY. LTD.

Licence #000280232

ABN (Australian Business Number)

48501624578

📚 Qualifications & Training

2014 - Bachelor of Business Marketing - Bachelor Degree (AQF 7) - Sunshine Coast University
2014 - Self Managed Superannuation Funds - - International Institute of Technology
2018 - Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2019 - Advanced Diploma of Financial Planning - - International Institute of Technology
2019 - Aged Care Specialist - Professional Designations - Aged Care Steps

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.