KELLY LEE LINDSELL
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1996 - Bachelor of Commerce (Economics & Finance) - Bachelor Degree (AQF 7) - Western Sydney University
1998 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited
1999 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd
2025 - Tax for Financial Advising - Other - Kaplan Professional
2026 - Commercial Law - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.