KELLY-LOUISE PILLAY (Adviser# 000305614) 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 March 7, 2014.
| Register Name | Financial Advisers |
| Adviser Name | KELLY-LOUISE PILLAY |
| Adviser Number | 000305614 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000452054 KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD |
| Licence ABN | 36167537546 |
| Adviser Start Date | 2014-03-07 |
| Appointing Representative Name | KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD |
| Appointing Representative Number | 000452054 |
| Appointing Representative ABN | 36167537546 |
| Memberships |
Financial Planning Association of Australia (FPA) Institute of Public Accountants (IPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Murdoch University |
| Bachelor of Economics | Murdoch University |
| CFP | Financial Planning Association of Australia |
| Graduate Diploma in Financial Planning | FINSIA |
| Masters of Taxation | Curtin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000452054 | KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD | 2014-03-07 - | KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD |
| 000380023 | ARGURION FINANCE GROUP PTY LTD | 2010-12-02 - 2014-03-06 | KELLY-LOUISE PILLAY |
| 000247105 |
SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2006-09-14 - 2010-12-01 | KELLY-LOUISE PILLAY |
| Licence Name | KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD |
| Licence Number | 000452054 |
| Licence ABN | 36167537546 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL MATTHEW BURNS | Kli Accountants and Wealth Managers Pty Ltd | Current | 2016-08-24 |
| COLIN SIA | Kli Accountants and Wealth Managers Pty Ltd | Current | 2014-03-07 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL MATTHEW BURNS | Kli Accountants and Wealth Managers Pty Ltd | Current | 2016-08-24 |
| COLIN SIA | Kli Accountants and Wealth Managers Pty Ltd | Current | 2014-03-07 |
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| 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.