Patrick Kelly CFP®
About Me
I'm a Director and Senior Financial and Risk Insurance Advisor at The Peak Partnership, a multi-discipline practice at Upper Mt Gravatt. I manage a diverse client portfolio; from people in their early 20s looking for an early start on their financial journey, through to successful retirees enjoying the rewards of a well-managed working life.I enjoy working with our senior accounting and business advisory team to structure a 'whole-of-client' financial strategy for the people who trust us to help them with their financial future. Whether it's a simple savings plan or a complex investment and wealth protection portfolio, my purpose for every client is to deliver ADVICE, CLARITY, DIRECTION.
Areas of Focus
- Aged care
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
-
Years of Experience 21 Years
-
Licensed By Professional Investment Services Pty Ltd