Kelly Conley

Financial Adviser

ASIC adviser number:

000440005

Qualifications and training:

2015, Self Managed Superannuation Funds, Other, Kaplan Higher Education Pty Limited
2016, Margin Lending, Other, Kaplan Higher Education Pty Limited
2018, Accredited Aged Care Professional, Other, Aged Care Steps
2020, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited

When adviser first provided advice:

2013

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

217 Lutwyche Rd
West End QLD 4810

AFS licence holder name:

Charter Financial Planning Limited

AFS licence number:

000234665

Licence controlled by:

Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».