Kelly-louise Pillay – Financial Adviser

Adviser identifying number: 305614
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD
Licence number: 452054
Licensee’s ABN: 36167537546
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/03/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KLI ACCOUNTANTS AND WEALTH MANAGERS PTY LTD
Authorised Representative identifying number: 452054
Authorised Representative’s ABN: 36167537546

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

Bachelor of Commerce – Murdoch University
Bachelor of Economics – Murdoch University
CFP – Financial Planning Association of Australia
Graduate Diploma in Financial Planning – FINSIA
Masters of Taxation – Curtin University

Relevant memberships of professional bodies or industry associations:

Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)

Kelly-louise Pillay is authorised to provide advices on following products:

Deposit and Payment Products / Non-basic 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