Financial Adviser
· GREENSBOROUGH, VIC
Kellie Pearce
No disciplinary history on record with ASIC
GREENSBOROUGH,
VIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002907
Kellie Pearce is a financial adviser based in Greensborough, Victoria, with 14 years of experience in the financial services industry since 2012. Kellie is currently authorised under Skye Money, operating through Thompson Financial Services. Kellie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kellie's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Kellie 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
International Institute of Technology
2016
Advanced Diploma of Financial Planning
Mentor Eduction
2016
Advanced Diploma of Financial Planning
Mentor Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Excluding SMSF's and LRBA's
Superannuation excludes SMSF advice and Securities excludes direct equities advice
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register