Financial Adviser
· WODONGA, VIC
Kelly Marree Mitchell
No disciplinary history on record with ASIC
WODONGA,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000415534
Licensee
Hamilton Valley, NSW (licence address on ASIC register)
About Kelly Marree Mitchell
Kelly Marree Mitchell is a financial adviser based in Wodonga, Victoria, with 15 years of experience in the financial services industry since 2011. Kelly is currently authorised under Iap Financial Services. Kelly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kelly's qualifications include a Master of Applied Finance from Charles Sturt University (CSU).
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 (Superannuation)
Association of Superannuation Funds of Australia Ltd (ASFA)
2008
Certificate IV in Financial Services (Superannuation)
Association of Superannuation Funds of Australia Ltd (ASFA)
2008
Diploma of Financial Services (Financial Planning)
Association of Superannuation Funds of Australia Ltd (ASFA)
2009
LAW110 Business Law
Charles Sturt University
2009
LAW301 Taxation Law (Principles)
Charles Sturt University
2011
Bachelor of Business (Finance)
Charles Sturt University (CSU)
2015
Master of Applied Finance
Charles Sturt University (CSU)
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register