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

  • Bachelor of Science - University of New South Wales
  • Certificate of Completion Margin Lending and Geared Investments - Kaplan
  • Diploma of Financial Markets 91018 NSW - Securities Institute
  • Diploma of Financial Services (Financial Planning)(FNS50804) - AMP Financial Services
  • Graduate Diploma of Financial Planning - FINSIA

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