About Me

Director / Financial Adviser

Kelly has been in the financial services industry since 2012, completing her financial planning education to become an adviser in 2017. Kelly’s previous roles in local government, tourism, library and heritage management has given her a strong foundation in research, management and strategy development.

On a day-to-day basis, her focus is on achieving the vision of our business – which is uncompromising high quality client-first advice. Kelly loves getting to know her clients fully and developing clear strategies to get them from where they are now to where they want to be. Whether that’s having flexibility around work or retiring earlier, making sure they are financially okay should the worst happen, or simply having the peace of mind knowing they are doing everything possible to reach their goals.

Kelly was born, and has always lived, in Geraldton. She understands the challenges local people face and appreciates the amazing opportunities (and lifestyle) living in Geraldton brings.