Samuel Kelly
AIA FINANCIAL SERVICES PTY LIMITED · Milton QLD 4064 · Advising since 2013
- 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
- 001000244
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AIA FINANCIAL SERVICES PTY LIMITED · AFSL 231109Since 1 December 2021
- Principal business address
- Milton QLD 4064
- First year providing advice
- 2013
- 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.
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- 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.
- CURRENTDec 2021 – presentAIA FINANCIAL SERVICES PTY LIMITED · AFSL 231109
- CEASEDApr 2018 – Nov 2021COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
- CEASEDJun 2016 – Oct 2017FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD · AFSL 413674
- CEASEDNov 2013 – Mar 2016FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD · AFSL 413674
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
Fellow Chartered Financial Planner (FChFP)
Association of Financial Advisers (AFA) · 2021 · Professional Designations
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2020 · Bridging Course - Ethics
Advanced Diploma of Financial Planning
Monarch Institute · 2014 · Advanced Diploma (AQF 6)
Self-Managed Superannuation Funds
Kaplan Professional · 2014
Bachelor of International Relations
Griffith University · 2011 · Bachelor Degree (AQF 7)
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 Samuel Kelly claims the profile.
Reviews
Not yet reviewed
No client has reviewed Samuel Kelly on Souffle yet.
Contacting Samuel Kelly
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AIA FINANCIAL SERVICES PTY LIMITED · AFSL 231109
- 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 Samuel Kelly 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.