Kelsey Dent

Alman Partners Pty Ltd

Silver
7 Yrs Experience
Mackay, QLD 4740

CFP® Professional, GradDipFP, ADFP, BA Hons (Bus, Mgt)

Kelsey commenced employment with our firm in May 2016, after moving from the UK. She became an owner of Alman Partners in 2023.

Kelsey holds a Business and Management Degree, completed her Diploma in Financial Planning in 2017, her Advanced Diploma in Financial Planning in 2018, and her Graduate Diploma in Financial Planning in 2023. In 2024, Kelsey finalised her CFP Professional qualification.

She brings over 7 years of experience working in the UK financial services industry and enjoys continually developing her knowledge base, with a keen sense of personal evolution. Kelsey is passionate about building strong relationships with clients and assisting in meeting their goals through the development of technical strategies.

As a young adviser, Kelsey is passionate about driving positive change and evolution in the dynamic profession. She is enjoying making strong connections with her clients in this trusted position, providing meaningful change to their lives through quality advice.

As co-host of Wealth Experience podcast, Kelsey thoroughly enjoys educating the broader community on all things financial.

In her spare time, she enjoys spending time with her partner and young daughter and son, keeping active and exploring the region.

ASIC Representative Number 001271571.

Expertise

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Alman Partners Pty Ltd

8 Brisbane St
Mackay, QLD 4740

Licensed by

Alman Partners Pty Ltd

AFSL 222107