Kellie Perry
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
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Years of Experience 13 Years
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Licensed By Matrix Planning Solutions Limited