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