GAVIN JOHN KELLY


Licensee: ASPIRI FINANCIAL SERVICES PTY LTD

GAVIN JOHN KELLY (Adviser# 000276225) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 5, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name GAVIN JOHN KELLY
Adviser Number 000276225
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000384486
ASPIRI FINANCIAL SERVICES PTY LTD
Licence ABN 25090764444
Licence Controlled By ASPIRI FINANCIAL GROUP PTY LTD
Adviser Start Date 2018-07-05
Appointing Representative Name ASPIRI FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000384486
Appointing Representative ABN 25090764444
Memberships Association of Financial Advisers (AFA)
Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • GAVIN JOHN KELLY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Queensland
Chartered Accountant Institute of Chartered Accountants Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000384486 ASPIRI FINANCIAL SERVICES PTY LTD
Licence controlled by: ASPIRI FINANCIAL GROUP PTY LTD
2018-07-05 - ASPIRI FINANCIAL SERVICES PTY LTD
000384486 ASPIRI FINANCIAL SERVICES PTY LTD
Licence controlled by: ASPIRI FINANCIAL GROUP PTY LTD
Further restrictions: Authorised to provide financial personal product advice to retail and wholesale clients on MDA services
2010-11-11 - 2018-07-04 ASPIRI FINANCIAL SERVICES PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2004-05-17 - 2010-11-15 GAVIN JOHN KELLY

Licensee Information

Licence Name ASPIRI FINANCIAL SERVICES PTY LTD
Licence Number 000384486
Licence ABN 25090764444

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LEIGH SMITH Aspiri Financial Services Pty Ltd Current 2018-07-05
RODNEY ANTHONY ROSSI Aspiri Financial Services Pty Ltd Ceased 2010-11-11

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LEIGH SMITH Aspiri Financial Services Pty Ltd Current 2018-07-05
RODNEY ANTHONY ROSSI Aspiri Financial Services Pty Ltd Ceased 2010-11-11

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.