Kelly Marree Mitchell – Financial Adviser

Adviser identifying number: 415534
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: HILLROSS FINANCIAL SERVICES LIMITED
Licence number: 232705
Licensee’s ABN: 77003323055
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 19/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HILLROSS FINANCIAL SERVICES LIMITED
Authorised Representative identifying number: 232705
Authorised Representative’s ABN: 77003323055

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 Business (Finance) – Charles Sturt University (CSU)
  • Certificate IV in Financial Services (Superannuation) – Association of Superannuation Funds of Australia Ltd (ASFA)
  • Diploma of Financial Services (Financial Planning) – Association of Superannuation Funds of Australia Ltd (ASFA)
  • Diploma of Financial Services (Superannuation) – Association of Superannuation Funds of Australia Ltd (ASFA)
  • Master of Financial Planning – Charles Sturt University

Relevant memberships of professional bodies or industry associations:

Kelly Marree Mitchell is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility