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:

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