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KELLY MAYBERRY

Financial Adviser · Melbourne, VIC

Registered

KELLY MAYBERRY is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2012, based in Melbourne, Victoria. They are authorised to provide advice under CHARTER FINANCIAL PLANNING LIMITED (AFSL licence #000234665). Registered qualifications on file include 2005 - Certificate III in Financial Services - Other - Victorian Registration and Qualifications Authority (VRQA), 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional, 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional. Professional memberships listed: Financial Advice Association of Australia (FAAA), SMSF Association.

Registration Number

000423680

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2012

Registration Date

25/06/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2005 - Certificate III in Financial Services - Other - Victorian Registration and Qualifications Authority (VRQA)
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - FPETH501A - Ethics and Professional Standards for Financial Advisers - Bridging Course - Ethics - TAFE NSW
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2024 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.