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.
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) |
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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 |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000241050 | SYMES WARNE & ASSOCIATES PTY LTD | 2003-12-30 - | SYMES WARNE & ASSOCIATES PTY LTD |
Licence Name | SYMES WARNE & ASSOCIATES PTY LTD |
Licence Number | 000241050 |
Licence ABN | 25002495098 |
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 |
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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.