Financial Adviser (FA)
03 341 8632 (DDI)
0800 727 2265
- Wealth Management & Accumulation
- Portfolio Management
- Investment Advisory
- Retirement Planning
- 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)
- Institute of Financial Professionals New Zealand (INFINZ)
Kelly has over 15 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.
A disclosure statement is available upon request and free of charge.