David John Kelly – Financial Adviser
Adviser identifying number: 1001789
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990
Name of the licence holder: CARNBREA & CO. LTD.
Licence number: 233763
Licensee’s ABN: 33004739655
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD.
The date the Financial Adviser commenced the appointment: 16/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CARNBREA & CO. LTD.
Authorised Representative identifying number: 233763
Authorised Representative’s ABN: 33004739655
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:
- Bachelor of Commerce – University of Melbourne
- Chartered Accountant – Institute of Chartered Accountants
- PS146 Compliance Program – Securities – Kaplan Professional
- RG146 Compliance Program – Securities and Managed Investments – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
David John Kelly is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation