Financial Adviser
· MURRAY BRIDGE, SA
Aidan Eugene Kelly
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243370
Aidan Eugene Kelly is a financial adviser based in Murray Bridge, South Australia, with 10 years of experience in the financial services industry since 2016. Aidan is currently authorised under We All Count Wealth Management. Aidan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Aidan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Aidan is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma Of Financial Planning
Monarch Institute
2018
Advanced Diploma Of Financial Planning
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
CRESCERE PARTNERS PTY LTD
Authorised for SMSF. Restrictions: No margin lending or derivative advice permitted. One Off licensee approval is required for all products which are not on the approved product list.
SPECTRUM WEALTH ADVISERS PTY LTD
Full Advice
IPRAXIS PTY LTD
Source: ASIC Financial Advisers Register