Financial Adviser
· ADELAIDE, SA
Kellie Ann Perry
No disciplinary history on record with ASIC
ADELAIDE,
SA
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005598
About Kellie Ann Perry
Kellie Ann Perry is a financial adviser based in Adelaide, South Australia, with 15 years of experience in the financial services industry since 2011. Kellie is currently authorised under Stellan Capital Group. Kellie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kellie's qualifications include a Advanced Diploma of Financial Planning from Kaplan Professional. Kellie is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2017
Advanced Diploma of Financial Planning
Kaplan Professional
Registration History
Excludes SMSF
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register