Paul Kelly
Financial Adviser
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About
Paul Kelly is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to providing expert guidance in the complex world of derivatives. With a solid foundation built upon years of experience, Paul holds the Accredited Derivatives Adviser Level Two certification from the ASX (2002) and completed the Margin Lending Accreditation Program with the Stockbrokers Association of Australia (2010). Paul's expertise lies in authorized financial products, specifically derivatives. He provides specialized advice tailored to individual client needs, ensuring a deep understanding of the associated risks and opportunities. Key services include: • Derivatives Trading Advice • Risk Management Strategies • Portfolio Diversification with Derivatives • Educational Resources on Derivatives • Margin Lending Strategies Paul is committed to building long-term relationships with his clients, grounded in trust and transparency. His client-focused approach ensures that every strategy is aligned with your financial goals and risk tolerance. Contact Paul today to explore how his specialized knowledge can benefit your investment portfolio.
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Licence & Registration Details
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Frequently Asked Questions
What types of advice does Paul Kelly provide?
Paul Kelly specializes in providing advice related to derivatives, including trading strategies, risk management, and portfolio diversification.
What qualifications does Paul Kelly have?
Paul Kelly is an Accredited Derivatives Adviser Level Two (ASX) and has completed the Margin Lending Accreditation Program with the Stockbrokers Association of Australia.
How can derivatives benefit my investment portfolio?
Derivatives can be used for various purposes, including hedging against risk, generating income, and enhancing portfolio returns. Paul Kelly can assess your individual circumstances and recommend appropriate derivative strategies.
What is Paul Kelly's approach to financial advice?
Paul Kelly is committed to providing client-focused advice, building long-term relationships, and ensuring transparency in all his dealings. He prioritizes understanding your financial goals and risk tolerance to develop tailored strategies.
How do I get started with Paul Kelly?
Simply contact Paul Kelly to schedule an initial consultation. During this meeting, you can discuss your financial goals, investment experience, and any specific concerns you may have. This will help determine if Paul's services are the right fit for you.
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