Stephen Darren Kelly – Financial Adviser
Adviser identifying number: 394160
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987
Name of the licence holder: COUNT FINANCIAL LIMITED
Licence number: 227232
Licensee’s ABN: 19001974625
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
The date the Financial Adviser commenced the appointment: 20/06/2013
The date the Financial Adviser ceased the appointment: 21/05/2014
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Advanced Diploma Financial Services (Financial Planning) – Kaplan
- Diploma of Superannuation Management – Macquire University
- RG 146 Tier 1 Specialist Margin Lending Course – International Institute of Technology
- SMSF – Tribeca
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Stephen Darren Kelly is authorised to provide advices on following products: