RYAN PHILIP KELLY

Financial Adviser · Applecross, WA

Registered

Registration Number

000354485

Registration Status

Registered

Location

Applecross, WA 6153

Providing Advice Since

2010

Registration Date

02/10/2015

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

2005 - Bachelor of Science (Business Administration) - Bachelor Degree (AQF 7) - Midland Lutheran College
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2010 - Margin Lending - Other - MLC ThreeSixty
2013 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2013 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

🏢 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.