Finnian Nicolas Kelly – Financial Adviser
Adviser identifying number: 342425
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: WE ARE GEN Y PTY LTD
Licence number: 467065
Licensee’s ABN: 29601315977
Licence controlled by:
The date the Financial Adviser commenced the appointment: 08/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WE ARE GEN Y PTY LTD
Authorised Representative identifying number: 467065
Authorised Representative’s ABN: 29601315977
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- Diploma of Financial Services (Financial Planning) – Kaplan
- Margin Lending and Geared Investments – Kaplan
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Finnian Nicolas Kelly is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility