IAN KELLY (Adviser# 000270376) 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 July 23, 2015.
| Register Name | Financial Advisers |
| Adviser Name | IAN KELLY |
| Adviser Number | 000270376 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000449221 ALLIANCE WEALTH PTY LTD |
| Licence ABN | 93161647007 |
| Licence Controlled By |
CENTREPOINT ALLIANCE LIMITED CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] |
| Adviser Start Date | 2015-07-23 |
| Appointing Representative Name | ALLIANCE WEALTH PTY LTD |
| Appointing Representative Number | 000449221 |
| Appointing Representative ABN | 93161647007 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Restricted from giving advice in Self Managed Superannuation Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Brokers | Securities Institute of Australia |
| Certified Financial Planner | FPA |
| Diploma of Financial Planning | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000449221 |
ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] Further restrictions: Restricted from giving advice in Self Managed Superannuation Funds |
2015-07-23 - | ALLIANCE WEALTH PTY LTD |
| 000236523 |
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: Excludes SMSF |
2014-12-05 - 2015-07-23 | INFOCUS SECURITIES AUSTRALIA PTY LTD |
| 000254544 |
GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED |
2013-07-10 - 2014-11-14 | IAN KELLY |
| 000300810 |
QUILL GROUP FINANCIAL PLANNERS PTY LTD
Licence controlled by: QUILL GROUP HOLDINGS PTY LTD |
2011-05-11 - 2013-05-31 | IAN KELLY |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2010-07-28 - 2011-05-10 | IAN KELLY |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2006-09-29 - 2010-06-15 | IAN KELLY |
| Licence Name | ALLIANCE WEALTH PTY LTD |
| Licence Number | 000449221 |
| Licence ABN | 93161647007 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER-JAMES MACKINNON CAMERON | Alliance Wealth Pty Ltd | Current | 2018-08-10 |
| ANTONIO MORO | Alliance Wealth Pty Ltd | Current | 2018-08-01 |
| JASMYN PFEIFFER | Alliance Wealth Pty Ltd | Current | 2018-08-01 |
| JEFFREY BOWMAN | Alliance Wealth Pty Ltd | Current | 2018-07-27 |
| TRACEY MARGARET PRATTLEY | Alliance Wealth Pty Ltd | Current | 2018-07-26 |
| LUKE THOMAS SALTMARSH | Alliance Wealth Pty Ltd | Current | 2018-07-13 |
| MICHAEL PAUL FARMER | Alliance Wealth Pty Ltd | Current | 2018-07-06 |
| RUSSELL W GILBERT | Alliance Wealth Pty Ltd | Current | 2018-07-02 |
| WESSEL HENDRIK SWART | Alliance Wealth Pty Ltd | Current | 2018-07-02 |
| MICHAEL EDWARD BELCHER | Alliance Wealth Pty Ltd | Current | 2018-07-02 |
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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.