DANIELLE MAREE KELLY


Licensee: SYMES WARNE & ASSOCIATES PTY LTD

DANIELLE MAREE KELLY (Adviser# 001001189) 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 December 30, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name DANIELLE MAREE KELLY
Adviser Number 001001189
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000241050
SYMES WARNE & ASSOCIATES PTY LTD
Licence ABN 25002495098
Adviser Start Date 2003-12-30
Appointing Representative Name SYMES WARNE & ASSOCIATES PTY LTD
Appointing Representative Number 000241050
Appointing Representative ABN 25002495098
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Accounting and Management) University of Wollongong
Certified Financial Planner Financial Planning Association of Australia
Certified Practising Accountant (Financial Planning Specialist) CPA Australia
Diploma of Financial Planning Financial Planning Association of Australia
Estate Planning Short Course University of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000241050 SYMES WARNE & ASSOCIATES PTY LTD 2003-12-30 - SYMES WARNE & ASSOCIATES PTY LTD

Licensee Information

Licence Name SYMES WARNE & ASSOCIATES PTY LTD
Licence Number 000241050
Licence ABN 25002495098

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MATHEW ANTHONY CAMKIN Symes Warne & Associates Pty Ltd Current 2017-05-29
ADRIAN ADAM ALTERATOR Symes Warne & Associates Pty Ltd Current 2012-05-01
CLARE EILEEN HURLEY Symes Warne & Associates Pty Ltd Current 2010-01-11
CHEYNE TOBY WHITFORD Symes Warne & Associates Pty Ltd Current 2009-03-02
MARK HARDING Symes Warne & Associates Pty Ltd Current 2007-03-20
DEANNE CLAIRE SHERIDAN Symes Warne & Associates Pty Ltd Current 2005-06-01
ALISON MAREE HENDERSON Symes Warne & Associates Pty Ltd Current 2003-12-30
DIANNE JEAN RICHARDSON Symes Warne & Associates Pty Ltd Current 2003-12-30
DAVID TIMOTHY RICHARDSON Symes Warne & Associates Pty Ltd Current 2003-12-30
DANIEL JAMES ABELA Symes Warne & Associates Pty Ltd Current 2003-12-30

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.