About Me

Starting her career in the financial services industry in 2012, Kelly has built a strong reputation as a trusted financial adviser since completing her qualifications in 2017. With a diverse background that spans local government, tourism, library, and heritage management, Kelly brings a wealth of experience in research, management, and strategic development to her role at Geraldton Wealth.

Kelly is dedicated to fulfilling the company’s vision of delivering uncompromising, high-quality, client first advice. She takes pride in truly understanding her clients, working closely with them to develop clear and actionable strategies that align with their life goals. Whether it's creating flexibility around work, enabling early retirement, or ensuring financial protection for life’s unexpected events, Kelly is committed to helping her clients achieve peace of mind.

A lifelong resident of Geraldton, Kelly has a deep understanding of the local community, its challenges, and the unique opportunities that come with living in such a vibrant region. With her specialist qualification in Aged Care advice and Self-Managed Super Funds, Kelly excels in guiding families through life’s complexities.

As an authorised representative (1256040) of Sentry Advice Pty Ltd (AFSL 227748), Kelly is passionate about empowering her clients to achieve financial independence and live the life they’ve always envisioned.