MICHELLE KELLY
Financial Adviser · Eveleigh, NSW
📚 Qualifications & Training
2007 - Diploma of Financial Planning - - FPA
2012 - Accredited Derivatives Adviser (Level I) - - Kaplan
2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
2016 - Tier 1 Margin Lending - Personal Advice - Certificate (AQF 1-4) - Kaplan
2022 - 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.