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  3. Kelly Anne Brady

Kelly Anne Brady

Name
Kelly Anne Brady
ID
451757
ABN
48501624578
First Provided Advice
2013

Qualifications

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

  • 2014 - Bachelor of Business Marketing - Bachelor Degree (AQF 7) - Sunshine Coast University
  • 2014 - Self Managed Superannuation Funds - - International Institute of Technology
  • 2018 - Financial Planning - Graduate Certificate (AQF 8) - Griffith University
  • 2019 - Advanced Diploma of Financial Planning - - International Institute of Technology
  • 2019 - Aged Care Specialist - Professional Designations - Aged Care Steps

Memberships

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

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Poole & Partners Investment Services Pty. Ltd. (#280232)
Commenced
Sept. 2, 2019
Ceased
Aug. 13, 2021
Status
Ceased
Licence Holder
The Virtuous Licensee Pty Ltd (#526892)
Commenced
Aug. 13, 2021
Ceased
June 7, 2023
Status
Current
Licence Holder
Vest Financial Pty ltd (#549415)
Commenced
July 3, 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
Affinia Financial Advisers Limited (#237857)
Commenced
Nov. 7, 2018
Ceased
Sept. 23, 2019
Status
Ceased
Licence Holder
Premium Wealth Management Pty Ltd (#237498)
Commenced
Jan. 15, 2014
Ceased
Oct. 30, 2014
Status
Ceased
Licence Holder
Synchron Advice Pty Ltd (#243313)
Commenced
Dec. 17, 2014
Ceased
Nov. 7, 2018