Steve Kelly

Make Financial Decisions

Gold
34 Yrs Experience
South Brisbane, QLD 4101

MaKe Financial Decisions was incorporated in October 2012 and took over a group of clients from Comprehensive Financial Services in June 2013.

Steve Kelly (from Comprehensive Financial Services) also joined the practice to maintain continuity with existing clients from Comprehensive.  Steve has been working in the Financial Services industry for the past 30 years.

Steve works with Mary Kelly who is the director of MaKe Financial Decisions and has been working in the Financial Services industry for the past 17 years.

Our objective is to help our clients create, protect and enjoy their wealth whilst meeting their financial and lifestyle goals by providing quality advice at a reasonable price.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Fees are structured to match the work done for each individual Client.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 13
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Make Financial Decisions

Level 1, Southbank House, 100 Stanley St Plaza
South Brisbane, QLD 4101

Opening hours

  • 8:00am – 5:00pm Monday – Thursday
  • 8:00am – 7:00pm Friday

Licensed by

Meliora Management Pty Ltd

AFSL 527931