Kellie Pearce

Aware Super Services

Silver
10 Yrs Experience
Tamworth, NSW 2340
Thanks for looking at my profile. If you come to see me, you'll meet with an adviser who wants to work with you to achieve your goals, not mine. What is important to me is you - ensuring you understand and are comfortable with your financial future. I offer comprehensive advice on growing your super and investments, retirement planning, protecting your wealth, estate planning and aged care.   As part of the Bridges network, you can rest assured that I have the back up and research behind me to ensure the best possible outcome for you. I welcome the oppportunity to meet with you and discuss your goals and how we can work together to meet them. Own your tomorow, act today.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Aware Super Services

Ground Floor, 17 White St
Tamworth, NSW 2340

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Aware Financial Services Australia Limited

AFSL 238430

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"I have worked with Kellie over several years and I am confident and happy with Kellie's expertise. She is always will to listen and helps me navigate what would otherwise be a confusing area."

  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kellie has ensure my retirement savings are invested in a way I can be confident in the future,"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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