Alexander James Kelly – Financial Adviser

Adviser identifying number: 1000080
Status: Current
Adviser’s ABN: 21429197983
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: QUESTUS CAPITAL SOLUTIONS LIMITED
Licence number: 227201
Licensee’s ABN: 62090768719
Licence controlled by:

The date the Financial Adviser commenced the appointment: 19/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: QUESTUS CAPITAL SOLUTIONS LIMITED
Authorised Representative identifying number: 227201
Authorised Representative’s ABN: 62090768719

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:

Relevant qualifications and training:

• Certificate Financial Planning – The Securities Institute of Australia
• Certificate IV in Training and Assessment – Franklyn Scholar
• Diploma of Financial Planning – Financial Planning Association of Australia
• Margin lending and geared Investments – Kaplan Professional
• Masters of Arts – Majoring in Funds Management – Macquarie Universtity

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Governance Risk Compliance Institute (GRCI)
• National Tax & Accountants Association (NTAA)

Alexander James Kelly is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility