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:

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