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
My fees
We are tailored depending on needs of client, this may be ongoing service, ad hoc, fixed term contract.
At a glance
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Adviser status
Gold
- First year providing advice 2001
- Years of experience 24
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Iconic Wealth
8 Sholl StMandurah, WA 6210

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313
