Authorised Financial Adviser (AFA)
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)
- 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.