Christopher Leo Kelly – Financial Adviser
Adviser identifying number: 291952
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: BMS WEALTH MANAGEMENT (NSW) PTY LIMITED
Licence number: 227712
Licensee’s ABN: 28086351135
Licence controlled by:
The date the Financial Adviser commenced the appointment: 17/03/2008
The date the Financial Adviser ceased the appointment: 28/07/2008
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Relevant qualifications and training:
- Certificate of Completion Margin Lending and Geared Investments – Kaplan
- Diploma of Fianncial Markets – Securities Institue
- Diploma of Financial Services (Financial Planning) – AMP Financial Services
- Graduate Diploma of Financial Planning – FINSIA
Relevant memberships of professional bodies or industry associations:
Christopher Leo Kelly is authorised to provide advices on following products: