KELLY MARREE MITCHELL — Financial Adviser #000415534

Registration Number

000415534

Registration Status

Registered

Location

Wodonga, VIC 3690

Providing Advice Since

2011

Registration Date

28/02/2023

Financial Services Licensee

FINANCIAL LIFESTYLE PARTNERS (NORTH VIC) PTY. LTD.

Licence #000533284

📚 Qualifications & Training

2007 - Diploma of Financial Services (Superannuation) - - Association of Superannuation Funds of Australia Ltd (ASFA)

2008 - Certificate IV in Financial Services (Superannuation) - - Association of Superannuation Funds of Australia Ltd (ASFA)

2008 - Diploma of Financial Services (Financial Planning) - - Association of Superannuation Funds of Australia Ltd (ASFA)

2009 - LAW110 Business Law - Other - Charles Sturt University

2009 - LAW301 Taxation Law (Principles) - Other - Charles Sturt University

2011 - Bachelor of Business (Finance) - - Charles Sturt University (CSU)

2015 - Master of Applied Finance - - Charles Sturt University (CSU)

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.