WILLIAM AMBROSE KELLY
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
1993 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Deakin University
1997 - Chartered Accountant - Professional Designations - The Institute of Chartered Accountants in Australia
2017 - Diploma of Financial Planning - - International Institute of Technology (IIT)
2017 - Specialist SMSF Certificate - - International Institute of Technology (IIT)
2024 - Superannuation & Retirement Advice (FPC003) - Other - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Institute of Chartered Accountants Australia (ICAA)
National Tax & Accountant Association (NTAA)
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.