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