Ian Kelly Financial Planner Report

Name:
Ian Kelly

Rep Number:
000270376

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2015-07-23 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Alliance Wealth Pty Ltd

Licence Number:
000449221

ABN:
93 161 647 007

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
Securities
Superannuation

Qualifications
Securities Institute of Australia
ASX Brokers
FPA
Certified Financial Planner
Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)