Kellie Louise Bull – Financial Adviser

Adviser identifying number: 1245429
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
Licence number: 357306
Licensee’s ABN: 54139889535
Licence controlled by: FORTNUM PRIVATE WEALTH LTD

The date the Financial Adviser commenced the appointment: 20/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORTNUM PRIVATE WEALTH LTD
Authorised Representative identifying number: 357306
Authorised Representative’s ABN: 54139889535

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 Tasmania
• CA SMSF Specialist – The Institute of Chartered Accountants in Australia
• SMSF Personal Advice Solution – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Kellie Louise Bull is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Retirement Savings Account Products
• Superannuation