Katherine May Kelly – Financial Adviser

Adviser identifying number: 1245770
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 28/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LONSDALE FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 246934
Authorised Representative’s ABN: 76006637225

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:

• Accountants Self-Managed Superannuation Funds Accreditation – Kaplan
• Certificate of Public Practice – The Institute of Chartered Accountants in Australia
• SMSF Specialist Auditor – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Katherine May Kelly is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation