MARY THERESE KELLY
Financial Adviser · South Brisbane, QLD
📚 Qualifications & Training
2006 - Bachelor of Science - Bachelor Degree (AQF 7) - University of Queensland
2009 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia
2010 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia
2013 - Diploma of Margin Lending - Diploma (AQF 5) - Pinnacle Financial Services Academy
2016 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2024 - Accredited Aged Care Professional - Certificate (AQF 1-4) - Aged Care Steps
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 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.