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- Financial Advisers Australia (FAA)
- Christopher Leo Kelly
Christopher Leo Kelly
- Name
- Christopher Leo Kelly
- ID
- 291952
- ABN
- 35137623383
- First Provided Advice
- 2005
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1990 - Bachelor of Science - Bachelor Degree (AQF 7) - University of New South Wales
- 2004 - Diploma of Financial Markets 91018 NSW - Advanced Diploma (AQF 6) - Securities Institute
- 2005 - Diploma of Financial Services (Financial Planning)(FNS50804) - Diploma (AQF 5) - AMP Financial Services
- 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
- 2012 - Certificate of Completion Margin Lending and Geared Investments - - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- A.c.n. 603 037 510 Pty Ltd (#494274)
- Commenced
- July 1, 2020
- Ceased
- Jan. 31, 2021
- Status
- Ceased
- Licence Holder
- A.c.n. 603 037 510 Pty Ltd (#494274)
- Commenced
- Jan. 16, 2023
- Ceased
- June 19, 2023
- Status
- Ceased
- Licence Holder
- Crescere Partners Pty Ltd (#500640)
- Commenced
- Feb. 17, 2020
- Ceased
- March 30, 2020
- Status
- Current
- Licence Holder
- Link Advice Pty ltd (#258145)
- Commenced
- Aug. 2, 2023
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- Aug. 16, 2005
- Ceased
- Aug. 31, 2006
- Status
- Ceased
- Licence Holder
- Aon Hewitt Financial Advice Limited (#239183)
- Commenced
- April 4, 2016
- Ceased
- Sept. 1, 2019
- Status
- Ceased
- Licence Holder
- Avenue Capital Management Pty Ltd (#232406)
- Commenced
- May 23, 2007
- Ceased
- Feb. 25, 2008
- Status
- Ceased
- Licence Holder
- Bms Wealth Management (nsw) Pty Limited (#227712)
- Commenced
- March 17, 2008
- Ceased
- July 28, 2008
- Status
- Ceased
- Licence Holder
- Lonsdale Financial Group Limited (#246934)
- Commenced
- Feb. 1, 2013
- Ceased
- March 8, 2014