Financial Adviser
· PARKSIDE, SA
Matthew James Kelly
No disciplinary history on record with ASIC
PARKSIDE,
SA
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314983
Licensee
Parkside, SA (licence address on ASIC register)
About Matthew James Kelly
Matthew James Kelly is a financial adviser based in Parkside, South Australia, with 19 years of experience in the financial services industry since 2007. Matthew is currently authorised under Goldsborough Financial Services. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Business (Applied Finance) from University of South Australia. Matthew 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2008
Bachelor of Business (Applied Finance)
University of South Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
GPL (VIC) PTY LTD
POYNTER HARGRAVES FINANCIAL CONSULTANTS PTY LTD
Source: ASIC Financial Advisers Register