Kelly has over 23 years of industry experience with an extensive knowledge of the business and is passionate about working with people and helping them to understand and achieve their long-term financial goals.

Kelly has a thirst for knowledge and prides herself on educating and supporting her clients. Her expertise includes building a strong rapport and getting the right solution for clients at every stage of their financial journey from wealth creation to retirement planning.

Kelly has extensive experience including being an accredited SMSF specialist and provides holistic advice across the full range of financial advice needs.

Kelly is also an accredited Aged Care Specialist, assisting people both financially and emotionally to care.

Qualifications

Graduate Diploma of Financial Planning
FASEA