Kellie Davies Financial Planner Report

Name:
Kellie Margaret Davies

Rep Number:
001001151

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2008-01-21 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Securities

Qualifications
Deakin University
Diploma of Financial Planning
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)