Kelly Menzies

Hunter Financial

Bronze
10 Yrs Experience
Newcastle, NSW 2300

I am a Financial Adviser with Hunter Financial based in Newcastle NSW. I have 23 years experience in the Financial Services industry with 9 years providing financial advice. I have a Bachelor of Education from the Australian Catholic University and a Graduate Diploma in Financial Planning from FINISA. I have specialist accreditation in the areas of SMSF, Gearing and Aged Care advice.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2016
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Hunter Financial

Level 1, 58-60 Hunter St
Newcastle, NSW 2300

Meeting methods

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

Licensed by

Count Financial Limited

AFSL 227232