Financial Adviser · UPPER MOUNT GRAVATT, QLD

Patrick John Kelly

UPPER MOUNT GRAVATT, QLD

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000244957

Currently at

Peak Partnership Wealth Design Solutions

Bundall, QLD (firm address)

View firm profile

Patrick John Kelly is a financial adviser based in Upper Mount Gravatt, Queensland, with 23 years of experience in the financial services industry since 2003. Patrick is currently authorised under Professional Investment Services, operating through Peak Partnership Wealth Design Solutions. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Certified Financial Planner from FPA. Patrick is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Commerce

University Of Queensland

2002

Bachelor of Economics

University of Queensland

2003

Diploma of Financial Planning

FPA

2005

Self Managed Super Fund Course

Australian Executor Trustees

2006

Certified Financial Planner

FPA

Registration History

Professional Investment Services Pty Ltd

Apr 2013 - Present Current

Source: ASIC Financial Advisers Register