Adviser Profile

Kelly has been involved in the financial services industry since 1998, both with Elders and in regional banking. As such, she has had experience in a wide range of services, particularly in rural services. Kelly has a Diploma of Financial Planning through Deakin University and has lived in Narrogin for since 1993.

As an Authorised Representative, Kelly believes in helping her clients build a comprehensive program to make the most of their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. She achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions.

Financial Services Guide (Part 2)
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