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Kelly King

Iconic Wealth

Gold
23 Yrs Experience
Melville, WA 6156

I am passionate about financial planning and care about the ongoing education for clients when it comes to their finances. My approach is direct and easy to understand, after all it is your money.

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. Get in touch

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 23
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Iconic Wealth

22C Money Rd
Melville, WA 6156

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