HOLLY RENEE KELLY (Adviser# 001002634) 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 April 9, 2018.
| Register Name | Financial Advisers |
| Adviser Name | HOLLY RENEE KELLY |
| Adviser Number | 001002634 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000430574 ORACLE INVESTMENT MANAGEMENT PTY LTD |
| Licence ABN | 15149971808 |
| Adviser Start Date | 2018-04-09 |
| Appointing Representative Name | THE TRUSTEE FOR ORACLE ADVISORY GROUP UNIT TRUST |
| Appointing Representative Number | 001263101 |
| Appointing Representative ABN | 94357547498 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Financial Planning | Kaplan |
| Certificate | IV in Business - Executive Institute of Management |
| Certificate | IV in Financial Services - Kaplan Professional |
| Certificate | IV in Property Services - TAFE Queensland |
| Diploma | Financial Services - Mentor Education Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000430574 | ORACLE INVESTMENT MANAGEMENT PTY LTD | 2018-04-09 - | THE TRUSTEE FOR ORACLE ADVISORY GROUP UNIT TRUST |
| 000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
2012-05-16 - 2018-04-19 | NATIONAL AUSTRALIA BANK LIMITED |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2011-03-01 - 2012-04-10 | HOLLY RENEE KELLY |
| Licence Name | ORACLE INVESTMENT MANAGEMENT PTY LTD |
| Licence Number | 000430574 |
| Licence ABN | 15149971808 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STUART JAMES HAMILTON | Oracle Investment Management Pty Ltd | Current | 2018-08-06 |
| JONATHON MISSINGHAM | Oracle Investment Management Pty Ltd | Current | 2018-04-30 |
| PAUL SIMON PRIDHAM | Oracle Investment Management Pty Ltd | Current | 2018-04-09 |
| PETER THOMAS DURBIN | Oracle Investment Management Pty Ltd | Current | 2018-04-09 |
| SCOTT BRADLEY JACOBS | Oracle Investment Management Pty Ltd | Current | 2018-04-09 |
| ADAM PEARSALL | Oracle Investment Management Pty Ltd | Current | 2018-04-09 |
| JOSHUA ANDREW DURBIN | Oracle Investment Management Pty Ltd | Current | 2018-04-09 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STUART JAMES HAMILTON | Oracle Investment Management Pty Ltd | Current | 2018-08-06 |
| JONATHON MISSINGHAM | Oracle Investment Management Pty Ltd | Current | 2018-04-30 |
| PAUL SIMON PRIDHAM | Oracle Investment Management Pty Ltd | Current | 2018-04-09 |
| PETER THOMAS DURBIN | Oracle Investment Management Pty Ltd | Current | 2018-04-09 |
| SCOTT BRADLEY JACOBS | Oracle Investment Management Pty Ltd | Current | 2018-04-09 |
| ADAM PEARSALL | Oracle Investment Management Pty Ltd | Current | 2018-04-09 |
| JOSHUA ANDREW DURBIN | Oracle Investment Management Pty Ltd | Current | 2018-04-09 |
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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.