KELLY MENZIES
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2008 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2017 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2022 - Bachelor of Education (Habilitation) - Bachelor Degree (AQF 7) - Australian Catholic University
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.