Chris Kelly

Coastline Advice

Silver
37 Yrs Experience
Torquay, VIC 3228

In 2013, Chris and his practice ‘Kelly Financial and Associates’ joined Coastline Advice, bringing over 30 years of experience in the Banking, Finance & Insurance industry. His extensive knowledge and expertise in the industry has made him a valuable member to the Coastline team. The mighty hawks fan grew up in Geelong, however has recently pursued a sea change to Portarlington with his wife Susan. When he isn’t fishing off the harbour, he can be found having a game of eight ball with friends.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1985
  • Years of experience 37
  • Highest qualification
    • Advanced Diploma of Business Management
  • Language spoken
    • English

Coastline Advice

Suite 01, 108-110 Surfcoast Highway
Torquay, VIC 3228

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706