Kellie Pearce
Aware Super Services
Silver
10 Yrs Experience
Tamworth, NSW 2340
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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
My fees
I offer a free initial consultation for potential new clients.
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Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- 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 StTamworth, 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
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Wendy, 65+ years, Coffs Harbour, NSW
"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
Jim, 65+ years, Coffs Harbour, NSW
"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
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
- Opinion
- Services
- Comment
- Questions
- Details
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