About Me

Kelly is a multi-award winning financial planner with 25 years experience. She has mentored many young planners entering the industry in WA throughout her career.

She spent a majority of her career at ANZ Private Banking & Advice and has recently taken the bold move of entering self-employment.

Kelly and long time colleague and friend, Aiyuty Soetanto knew that with their wealth of knowledge, experience and strong values that it was a recipe for success. In June 2022 Iconic Wealth was born.

Kelly has built a strong reputation in the industry for ethics, compliance and delivery of service. Kelly views financial advice as more of a passion than a job. Most of her clients have engaged her services for more than a decade and she’s created wealth strategies to fit with their life journeys.

Kelly has a strong sense of community and commits to her values of authenticity, integrity and delivery. She is a passionate advocate for victims of domestic violence having experienced it in her early 20's. Kelly facilitates events and fundraising for local charity OVIS Community Services Mandurah.

Her other passions include spending time with her amazing husband and two beautiful kids exploring life and what it has to offer.