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5.00
1 Review

Aidan Kelly

We All Count

Bronze
9 Yrs Experience
Murray Bridge, SA 5253

Aidan is a Senior Financial Adviser at Montara Wealth. His role is focused on achieving positive outcomes for clients through strategic advice.

Aidan has strong technical background. He prides himself on his ability to communicate technical information in an easy to understand manner when developing strategies with his clients. Aidan is extremely experienced in the areas of cash flow management, superannuation, wealth building, family protection and retirement planning.

Aidan is authorised to give personal financial advice under the Spectrum Wealth Advisers Pty Ltd (Australian Financial Services Licence number 334400). His ASIC Authorised Representative identification number is 001243370.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2016
  • Years of experience 9
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning
  • Language spoken
    • English

We All Count

2 Third St
Murray Bridge, SA 5253

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

We All Count Wealth Management Pty Ltd

AFSL 536203