Kelly King profile photo

Kelly King

Iconic Wealth

Gold
24 Yrs Experience
Mandurah, WA 6210

Kelly is a multi-award winning financial planner with more than 25 years' experience. Her practice, Iconic Wealth in Mandurah focusses on assisting those trying to navigate a pathway to retirement.

Kelly has built a strong reputation in the industry for ethics, compliance and delivery of service. Kelly views financial advice as more of a passion than a job. Most of her clients have engaged her services for more than a decade and she’s created wealth strategies to fit with their life journeys.

Kelly has a strong sense of community and commits to her values of authenticity, integrity and delivery. She is the Vice Chair for OVIS Community Services, the leading provider of crisis accommodation in the Peel Region and is also a co-founder and committee member for the Regional Business Women's Collective.

Her other passions include spending time with her amazing husband and two beautiful kids exploring life and what it has to offer.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

We are tailored depending on needs of client, this may be ongoing service, ad hoc, fixed term contract.

At a glance

  • Adviser status Gold
  • First year providing advice 2001
  • Years of experience 24
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Iconic Wealth

8 Sholl St
Mandurah, WA 6210

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Synchron Advice Pty Ltd

AFSL 243313