Kellie Perry

Kellie Perry

Advantage One Financial Services P/L 0418808... www.advantageone.com.au Contact

About Me

Financial Planning has been a big part of my life for over 20 years having worked for a large Financial Planning practice for many years and then successfully managing my own practice, I have gained a wealth of knowledge and experience in all aspects of Advice. I relish engaging with my clients, finding out what makes them tick and ensuring that they feel at ease in what can sometimes be a daunting process. I have a curious and thoughtful nature and an excellent ability to help clients articulate and achieve their goals. I always engage with my clients with an empathetic ear and a great amount of compassion so this, along with my focus, drive, and problem-solving skills ensures I can deliver quality advice in a manner that is easy to understand.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 13 Years
  • Licensed By
    Licensed By Matrix Planning Solutions Limited