PAUL LINDSAY KELLY


Licensee: COLLINS FINANCIAL PLANNING PTY. LTD

PAUL LINDSAY KELLY (Adviser# 001002181) 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 June 30, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL LINDSAY KELLY
Adviser Number 001002181
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000227250
COLLINS FINANCIAL PLANNING PTY. LTD
Adviser Start Date 2003-06-30
Appointing Representative Name COLLINS FINANCIAL PLANNING PTY. LTD
Appointing Representative Number 000227250
Memberships CPA Australia (CPA)
SMSF Association

Authorisations to provide financial product advice

  • PAUL LINDSAY KELLY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Taxation CPA
Batchelor of Business Victoria Uni
CPA CPA
Personal Financial Planning & Superannuation CPA
Public Practicing Certificate CPA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000227250 COLLINS FINANCIAL PLANNING PTY. LTD 2003-06-30 - COLLINS FINANCIAL PLANNING PTY. LTD

Licensee Information

Licence Name COLLINS FINANCIAL PLANNING PTY. LTD
Licence Number 000227250

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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.