DAVID JOHN KELLY (Adviser# 001001789) 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 August 16, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DAVID JOHN KELLY |
| Adviser Number | 001001789 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1990 |
| Financial Service (AFS) Licence |
Licence# 000233763 CARNBREA & CO. LTD. |
| Licence ABN | 33004739655 |
| Licence Controlled By |
BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 03/07/2018] The Trustee for Carnbrea Securities Trust |
| Adviser Start Date | 2016-08-16 |
| Appointing Representative Name | CARNBREA & CO. LTD. |
| Appointing Representative Number | 000233763 |
| Appointing Representative ABN | 33004739655 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
| Further Restrictions | Superannuation advice restricted to acquiring, varying or disposing Self-Managed Super Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Melbourne |
| Chartered Accountant | Institute of Chartered Accountants |
| PS146 Compliance Program | Securities - Kaplan Professional |
| RG146 Compliance Program | Securities and Managed Investments - Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000233763 |
CARNBREA & CO. LTD.
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 03/07/2018] ~ The Trustee for Carnbrea Securities Trust Further restrictions: Superannuation advice restricted to acquiring, varying or disposing Self-Managed Super Funds |
2016-08-16 - | CARNBREA & CO. LTD. |
| 000246225 |
TALBOT PARTNERS PTY LTD
Further restrictions: Advice on ASX listed shares and fixed interest investments |
2010-03-01 - 2016-05-27 | TALBOT PARTNERS PTY LTD |
| Licence Name | CARNBREA & CO. LTD. |
| Licence Number | 000233763 |
| Licence ABN | 33004739655 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MENGQI LIU | Carnbrea & Co. Ltd. | Current | 2018-06-29 |
| JOHN MCCARTHY | Carnbrea & Co. Ltd. | Current | 2017-05-15 |
| RIVEE DYLAN TAI TAO | Carnbrea & Co. Ltd. | Current | 2016-05-30 |
| ANDREW PEARCE | Carnbrea & Co. Ltd. | Ceased | 2015-10-26 |
| BEN MEIKLE | Carnbrea & Co. Ltd. | Current | 2015-09-23 |
| DEBRA GAYE ROBINSON | Carnbrea & Co. Ltd. | Current | 2014-11-08 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MENGQI LIU | Carnbrea & Co. Ltd. | Current | 2018-06-29 |
| JOHN MCCARTHY | Carnbrea & Co. Ltd. | Current | 2017-05-15 |
| RIVEE DYLAN TAI TAO | Carnbrea & Co. Ltd. | Current | 2016-05-30 |
| ANDREW PEARCE | Carnbrea & Co. Ltd. | Ceased | 2015-10-26 |
| BEN MEIKLE | Carnbrea & Co. Ltd. | Current | 2015-09-23 |
| DEBRA GAYE ROBINSON | Carnbrea & Co. Ltd. | Current | 2014-11-08 |
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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.