About Me

Kelly has over 25 years of industry experience with an extensive knowledge of the business. Kelly is passionate about working with people and help them understand and achieve their long-term financial goals. Kelly has been a finalist 3 times for Financial Planner of the Year in Women in Finance. Have a holistic approach to Financial Planning.

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 completed her Graduate Diploma of Financial Planning and FASEA adviser exam. Kelly has extensive experience including being an accredited SMSF specialist, Age Care Specialist and provides holistic advice across the full range of financial advice needs.