Paul Kelly Financial Planner Report

Name:
Paul Leonard Charles Kelly

Rep Number:
000238907

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-11-21 onwards

Licensee
Name:

Number:
000238478

ABN:
30 085 870 015

Controlled By:

Appointed By
Name:
Futuro Financial Services Pty Ltd

Licence Number:
000238478

ABN:
30 085 870 015

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
A person's existing holding in a superannuation product

Qualifications
Kaplan
Certificate IV in Finance and Mortgage Broking
Kaplan
Margin Lending and Geared Investments
FPA
PS 146

Memberships
Association of Financial Advisers (AFA)