Kellie Jean Scott
NUMERO WEALTH PTY LTD · Balmain NSW 2041 · Advising since 2010
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001003794
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative NUMERO WEALTH PTY LTD (no. 001253474)Since 12 November 2019
- Principal business address
- Balmain NSW 2041
- First year providing advice
- 2010
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- This authorised representative is only authorised to give class of product advice in relation to Securities.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTNov 2019 – presentCAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative NUMERO WEALTH PTY LTD (no. 001253474)
- CEASEDApr 2017 – Nov 2019COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
- CEASEDOct 2010 – Mar 2017COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
- CEASEDMar 2010 – Jun 2010CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Certified Financial Planner
Financial Planning Association of Australia · 2013
Margin Lending and Geared Investments
Kaplan Professional · 2011
Diploma of Financial Planning
Financial Planning Assocation of Australia · 2004
Bachelor of Business (Banking & Finance)
University of South Australia · 2003
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Kellie Jean Scott claims the profile.
Reviews
Not yet reviewed
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Contacting Kellie Jean Scott
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
NUMERO WEALTH PTY LTD
Authorised by CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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