Kelly McNamara

Authorised Financial Adviser (AFA)

03 341 8632 (DDI)
Kelly.mcnamara@sbsbank.co.nz
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)

About

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.