Kelly Greenaway
GERALDTON WEALTH PTY LTD · Geraldton WA 6530 · Advising since 2017
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
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
- 001256040
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SENTRY ADVICE PTY LTD · AFSL 227748Through authorised representative GERALDTON WEALTH PTY LTD (no. 001281067)Since 26 March 2020
- Principal business address
- Geraldton WA 6530
- First year providing advice
- 2017
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
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
- 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.
- CURRENTMar 2020 – presentSENTRY ADVICE PTY LTD · AFSL 227748Through authorised representative GERALDTON WEALTH PTY LTD (no. 001281067)
- CEASEDJun 2018 – Mar 2020SENTRY ADVICE PTY LTD · AFSL 227748Through authorised representative BEACHCROFT HOLDINGS PTY LTD (no. 000250286)
- CEASEDJul 2017 – Jun 2018DOVER FINANCIAL ADVISERS PTY LTD · AFSL 307248
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
Accredited Aged Care Professional
Aged Care Steps · 2022 · Professional Designations
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2022 · Graduate Diploma (AQF 8)
SuperConcepts & ICFS Specialist SMSF Course
Super Concepts · 2021 · Other
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd · 2017 · Advanced Diploma (AQF 6)
Diploma of Financial Planning
Kaplan Education Pty Limited · 2014 · Diploma (AQF 5)
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 Kelly Greenaway claims the profile.
Reviews
Not yet reviewed
No client has reviewed Kelly Greenaway on Souffle yet.
Contacting Kelly Greenaway
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
GERALDTON WEALTH PTY LTD
Authorised by SENTRY ADVICE PTY LTD · AFSL 227748
- 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
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Kelly Greenaway claims this profile, their own contact options can appear here.
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.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.