Ashley Kelly Financial Planner Report

Name:
Ashley Wayne Kelly

Rep Number:
001001595

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2004-03-11 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
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending and Geared Investments
Integratec (Aust) Pty Ltd
Risk Management Module
Integratec (Aust) Pty Ltd
Superannuation and Retirement Planning Module