Paul Lindsay Kelly – Financial Adviser

Adviser identifying number: 1002181
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: COLLINS FINANCIAL PLANNING PTY. LTD
Licence number: 227250
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/06/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COLLINS FINANCIAL PLANNING PTY. LTD
Authorised Representative identifying number: 227250
Authorised Representative’s ABN:

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 Taxation – CPA
• Batchelor of Business – Victoria Uni
• CPA – CPA
• Personal Financial Planning & Superannuation – CPA
• Public Practicing Certificate – CPA

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• SMSF Association

Paul Lindsay Kelly is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation