James Kelly profile photo

James Kelly

Ambleside Wealth Advisers

Bronze
8 Yrs Experience
Warrnambool, VIC 3280

I am privileged to have taken over as principal of Ambleside Wealth Advisers in Warrnambool, Victoria. The business was established 27 years ago by Paul Cornelissen, and the Ambleside team both past and present have a long history of providing quality financial advice to the people of Warrnambool and the surrounding southwest region.

After humble, rural beginnings, I have spent many recent years being deployed with the military, and working (and living) in Melbourne, so it’s great to come full circle and once again be part of a rural community. Dust off the gumboots and see you down in the dairy!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Ambleside Wealth Advisers

129 Kepler St
Warrnambool, VIC 3280

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323