Mary Therese Kelly – Financial Adviser

Adviser identifying number: 439761
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: GWM ADVISER SERVICES LIMITED
Licence number: 230692
Licensee’s ABN: 96002071749
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 30/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GWM ADVISER SERVICES LIMITED
Authorised Representative identifying number: 230692
Authorised Representative’s ABN: 96002071749

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:

• Advanced Diploma – Financial Planning – Kaplan Education
• Certified Financial Planner – FPA
• DPML Margin Lending – Pinnacle Financial Services Academy
• Diploma – Financial Planning – Kaplan Education

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)

Mary Therese Kelly is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Retirement Savings Account Products
• Superannuation