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  3. Kellie Ann Perry

Kellie Ann Perry

Name
Kellie Ann Perry
ID
1005598
ABN
–
First Provided Advice
2011

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Financial Wisdom Limited (#231138)
Commenced
Jan. 24, 2017
Ceased
May 4, 2020
Status
Ceased
Licence Holder
Matrix Planning Solutions Limited (#238256)
Commenced
May 26, 2020
Ceased
Feb. 27, 2026
Status
Ceased
Licence Holder
Heritage And People's Choice Limited (#244310)
Commenced
April 4, 2011
Ceased
Dec. 16, 2016