Geoffrey Kelly Financial Planner Report

Name:
Geoffrey Neil Kelly

Rep Number:
000283295

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2014-10-27 onwards

Location:
Forrest, , ACT, 0

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Finsia
923 Specialist Knowledge: Securities
Securities Institute Education
Diploma of Financial Advising - Risk Management: Insurance Products and Estate Planning
Securities Institute Education
Diploma of Financial Advising - Understanding the Finance and Investment Industry
Financial Planning Association of Australia
Introduction to Financial Planning