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Financial Advisers: WARREN KELLY Information

This is the detailed information about WARREN KELLY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001283761, the year the Financial Adviser first provided advice is None (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:57:28.

Financial Adviser Number: 001283761
Financial Adviser Name: WARREN KELLY
The role of the Financial Adviser: Financial Adviser
Adviser Town: Bundaberg
Adviser State: QLD
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Provisional Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: THE FINANCIALLINK GROUP PTY LTD
    Licence Number: 000240938
    Licence ABN: 12055622967
    The company(ies) or people who control the licensee's business: The Financial Link Group Holdings Pty Ltd ~ Genesis Financial Inc [Date Ceased: 2020-09-11] ~ BEACON FINANCIAL GROUP PTY LIMITED [Date Ceased: 2020-08-31]
    The date the Financial Adviser commenced the appointment: 2020-10-01
    Authorised Representative Name: THE FINANCIALLINK GROUP PTY LTD
    Authorised Representative Number: 000240938
    Rep Appointed ABN: 12055622967
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business - Accounting - Western Sydney University ~ Bachelor of Business -Industrial Relations - Western Sydney University ~ Ethics - CQ University ~ Master of Commerce - Western Sydney University ~ Master of Financial Planning - Western Sydney University
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Bachelor of Business - Accounting - Bachelor Degree (AQF 7) - Western Sydney University~2019 - Bachelor of Business -Industrial Relations - Bachelor Degree (AQF 7) - Western Sydney University~2019 - Master of Commerce - Masters Degree (AQF 9) - Western Sydney University~2019 - Master of Financial Planning - Masters Degree (AQF 9) - Western Sydney University~2020 - Ethics - Bridging Course - Ethics - CQ University
    Provides details on areas the Financial Adviser is restricted from giving advice on: Excluding Self - Managed Superannuation Funds and Standard Margin Lending

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.