Kellie Killgallon

NUMERO WEALTH PTY LTD

Platinum
12 Yrs Experience
Ryde, NSW 2112
There’s no denying that the road to financial security can be rough and challenging - in fact more challenging for women than for men. With a financial strategy tailored to your unique circumstances, your Financial Adviser can help to make the road ahead a great deal smoother and achievable. Seeking advice and becoming more financially savvy can change your life, by empowering you to be self-sufficient and make confident decisions that will improve your financial situation.  Because your financial and wealth creation journey is unique to you, engaging a trusted Adviser to help navigate the changes in your lifestages, markets and legislation will prove invaluable.  Through education and regular contact, my goal is to provide you with the confidence to unburden yourself with having to make financial decisions on your own.  I strive to provide empathy, emotional support, perspective and confidence in order to help you stay on course and avoid making inappropriate decisions when you are under pressure. I offer and provide an ongoing relationship to regularly review and make changes to your portfolio where appropriate and beneficial. I am an Adviser who presents a professional presence but always takes the time to be personable and understanding. Above all, I aim to inspire clients to confidently recommend family, friends and colleagues so that they too can be empowered to achieve the security of a financial future they deserve.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 31
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

NUMERO WEALTH PTY LTD

(4B), 4 Church St
Ryde, NSW 2112

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.80
31 Reviews
5
4
3
2
1
4.80
Clear communication
4.85
Knowledge & expertise
4.75
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 31

Sort by

5.00

"Very pro-active and communicates well. Develops investments strategies tailored to our needs, not vanilla solutions."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kellie is a delight to work with, professional and friendly. Everything is done in a timely and efficient manner. Would gladly recommend her services."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"kellie is personable and attentive, follows up and gets back to her clients."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"So far Kellie has met our expectations"

  • Government Assistance
  • Superannuation
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Kelli gives sound clear advice I will be using her skills for some additional services soon. We need to look at both building wealth and reducing debt. i trust Kelli to provide solutions that work for us ."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kellie provides prompt, relevant advice whenever requested. She takes the time to resource further written information as required to provide clarity & understanding."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Advice provided has been first class has proven to be very accessible and provides regular updates."

  • Government Assistance
  • Superannuation
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kellie has been a great help to me and my wife in setting up our superfunds"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"We both feel very at ease when Kellie explains things to us"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"kellie is prompt and helpfull at all times,a very knowledgefull financial adviser with expertise. joe 2151."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 31

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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