Patrick Kelly Financial Planner Report

Name:
Patrick John Kelly

Rep Number:
000244957

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-04-25 onwards

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Peak Partnership Wealth Design Solutions Pty Ltd

Licence Number:
000415154

ABN:
84 010 159 556

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University Of Queensland
Bachelor of Commerce
University of Queensland
Bachelor of Economics
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning
Australian Executor Trustees
Self Managed Super Fund Course

Memberships
Financial Planning Association of Australia (FPA)