MATTHEW JAMES KELLY


Licensee: GOLDSBOROUGH FINANCIAL SERVICES PTY LTD

MATTHEW JAMES KELLY (Adviser# 000314983) 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 January 16, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MATTHEW JAMES KELLY
Adviser Number 000314983
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000225330
GOLDSBOROUGH FINANCIAL SERVICES PTY LTD
Licence ABN 89064640142
Adviser Start Date 2017-01-16
Appointing Representative Name GOLDSBOROUGH FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000225330
Appointing Representative ABN 89064640142
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MATTHEW JAMES KELLY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Applied Finance) University of South Australia
CFP Financial Planning Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000225330 GOLDSBOROUGH FINANCIAL SERVICES PTY LTD 2017-01-16 - GOLDSBOROUGH FINANCIAL SERVICES PTY LTD
000244310 AUSTRALIAN CENTRAL CREDIT UNION LTD 2014-05-12 - 2017-01-04 AUSTRALIAN CENTRAL CREDIT UNION LTD
000230690 GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2011-05-01 - 2014-04-01 MATTHEW JAMES KELLY
000237846 POYNTER HARGRAVES FINANCIAL CONSULTANTS PTY LTD 2007-01-01 - 2011-04-22 MATTHEW JAMES KELLY

Licensee Information

Licence Name GOLDSBOROUGH FINANCIAL SERVICES PTY LTD
Licence Number 000225330
Licence ABN 89064640142

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VALESKA FARROW Goldsborough Financial Services Pty Ltd Current 2017-07-18
MICHELLE SANCHEZ-MCCALLUM Goldsborough Financial Services Pty Ltd Current 2015-12-01
CRAIG KIRKWOOD Goldsborough Financial Services Pty Ltd Current 2014-05-14
WILLIAM JAMES CHAPMAN Goldsborough Financial Services Pty Ltd Current 2011-07-07
SAM ROBERT MARTIN Goldsborough Financial Services Pty Ltd Current 2005-02-07
LACHLAN WILLIAM HARVEY Goldsborough Financial Services Pty Ltd Current 2003-04-01
BRENTON DOUGLAS MIEGEL Goldsborough Financial Services Pty Ltd Current 2003-04-01
JOHN MICHAEL OLIVER Goldsborough Financial Services Pty Ltd Current 2003-04-01
SUSAN AMELIA VINCENT Goldsborough Financial Services Pty Ltd Current 2003-04-01
TREVOR EDWARD WOOD Goldsborough Financial Services Pty Ltd Ceased 2003-04-01

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.