Holly Renee Kelly – Financial Adviser

Adviser identifying number: 1002634
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: NATIONAL AUSTRALIA BANK LIMITED
Licence number: 230686
Licensee’s ABN: 12004044937
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 16/05/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NATIONAL AUSTRALIA BANK LIMITED
Authorised Representative identifying number: 230686
Authorised Representative’s ABN: 12004044937

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:

  • Advanced Financial Planning – Kaplan
  • Certificate – IV in Business – Executive Institute of Management
  • Certificate – IV in Financial Services – Kaplan Professional
  • Certificate – IV in Property Services – TAFE Queensland
  • Diploma – Financial Services – Mentor Education Group

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Holly Renee Kelly is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Deposit & Payment Products – Non-Cash Deposit Products
  • 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