Kelly McNamara

Authorised Financial Adviser (AFA)

03 341 8632 (DDI)
0800 727 2265

Specialist Areas

  • Wealth Management & Accumulation
  • Portfolio Management
  • Investment Advisory
  • Retirement Planning
  • KiwiSaver

Industry Experience

  • Investment Advice and Retirement Planning
  • Team Leadership Roles within Retail Banking
  • Specialised Investment and Lending Roles in Retail Banking

Qualifications & Memberships

  • National Certificate in Financial Services (Financial Advice)
  • Authorised Financial Adviser (AFA)


Kelly has over 13 years’ experience in the financial services industry, primarily in Retail Banking and Portfolio Management which enables her to bring to the table a broad depth of knowledge and experience that is respected amongst clients and peers.

Kelly is an investment specialist, assisting clients to create, protect and/or grow their wealth in order to achieve their long-term financial goals.

Kelly’s disclosure statement is available upon request and free of charge.