Kelly Kennedy – Financial Adviser
Kelly’s main objective is to ensure that she thoroughly understands her clients’ objectives, personally and financially, so that she can deliver the best strategic solutions to them.
Her strengths lie in superannuation and retirement planning. Kelly’s technical knowledge allows her to provide proactive advice so that clients are well informed and in a position to make sound decisions.
Kelly has worked in the financial planning industry for over 13 years. Starting in client service roles, she has a very thorough understanding of the end-to-end steps involved in the advice process.
Throughout her career she has worked in family office teams supporting ultra high net worth clients. More recently she worked at one of the Big 4 banks servicing their top clients.
Kelly also spent a number of years in paraplanning, working with advisers on a national basis to deliver strategic solutions and solidify my technical knowledge.
What is important to me
- Having warm and open relationships with my
clients, with frank and honest communication
- Understanding what is important to my clients,
whether it be leaving a particular legacy or ticking
items off their bucket list
- Showing clients the benefits of utilising various
strategies to optimise their financial positions