MICHELLE JANE KELADA


Licensee: WEALTHSURE FINANCIAL SERVICES PTY LTD

MICHELLE JANE KELADA (Adviser# 001248176) 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 May 7, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MICHELLE JANE KELADA
Adviser Number 001248176
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000326450
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence ABN 59130288578
Licence Controlled By SENTRY GROUP PTY LTD
Adviser Start Date 2018-05-07
Appointing Representative Name JOHN HOPKINS FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000293317
Appointing Representative ABN 21109346625
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MICHELLE JANE KELADA
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Accounting & Financial Planning) Deakin University
Diploma of Financial Planning Kaplan Professional
Self Managed Superannuation Fund Adviser (Personal Advice) Mentor education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000326450 WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2018-05-07 - JOHN HOPKINS FINANCIAL SERVICES PTY LTD
000230323 CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD
Further restrictions: Advice on superannuation excludes self managed superannuation funds
2016-09-27 - 2018-03-02 CONSULTUM FINANCIAL ADVISERS PTY LTD

Licensee Information

Licence Name WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence Number 000326450
Licence ABN 59130288578

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JAMES WEIR Wealthsure Financial Services Pty Ltd Current 2017-09-13
ELYSE MARIE BAMBER Wealthsure Financial Services Pty Ltd Ceased 2017-04-06
NICHOLAS PETER SIEMENSMA Wealthsure Financial Services Pty Ltd Ceased 2017-02-20
GIULIA CUNNINGHAM Wealthsure Financial Services Pty Ltd Current 2017-02-16
CAMERON DAVID PATTERSON Wealthsure Financial Services Pty Ltd Current 2016-09-23
JORDAN JAMES PAGE Wealthsure Financial Services Pty Ltd Ceased 2016-09-19
KATIE PECOTICH Wealthsure Financial Services Pty Ltd Current 2016-03-08
RAYMOND JOHN MOUNTCASHEL EDWARDS Wealthsure Financial Services Pty Ltd Current 2015-10-06
MICHAEL ANTHONY MURCH Wealthsure Financial Services Pty Ltd Ceased 2015-06-12
IAN DAVID WOOD Wealthsure Financial Services Pty Ltd Current 2015-05-06

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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.