Peter Kelly Financial Planner Report

Name:
Peter Robert Kelly

Rep Number:
000244958

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Bundall, South Eastern, QLD, 4217

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

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

Qualifications
Deakin University
Diploma of Financial Planning
QUT
Graduate Certificate in Management
SMSF Professional Association
SMSF Specialist Adviser
Tower
Self Managed Super Fund Course

Memberships
SMSF Association