Brent Kelly

Kelly Wealth Services

Gold
26 Yrs Experience
Cairns, QLD 4870
Brent is a Cairns local who has a strong belief in family, community and true financial planning. He has a wealth of experience, having spent over 20 years in the Financial Services Industry and been a Financial Adviser since 1996. Brent moved into private practice in 2007 and now runs his own licensee since 2019. Brent specialises in providing holistic financial advice focused on achieving his clients’ financial goals and dreams. He advises on wealth creation, wealth preservation, personal insurance and retirement planning for a wide range of clientele. Brent’s main areas of expertise are centered on the self employed and HNW clients providing exceptional service, advice and certainty

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 19
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Kelly Wealth Services

Suite 7, Level 2, Florence House, 26-28 Florence Street
Cairns, QLD 4870

Opening hours

  • 8:30am – 5:00pm Monday – Thursday
  • 8:30am – 3:00pm Friday

Meeting methods

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

Licensed by

Your Financial Guide Pty Ltd

AFSL 511377

4.95
19 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"We have been clients of Brent's for approx 18 years. Brent has set up our finances so that we can enjoy our retirement confidently knowing that our portfolio is taken care of. Brent has always been extremely professional. ."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brent has given me advise on my Superannuation Investments and i have found him to be extremely professional and his explanation of all aspects of my portfolio have been very easy to understand. I would highly recommend Brent to anyone as an Financial Adviser who gives you the utmost care and attention."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brent has given us valuable advice in areas including: retirement planning, budgeting, insurance assistance, loan products, share market information and superannuation. Brent has always been able to explain information in a clear and meaningful way. Through Brent's knowledge and experience, we feel very confident that the advice given, was right for our needs and circumstances. We have always received Brent's full care and attention when needed. Thank you Brent."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brent's reviewed all my current insurance options based on what I was looking for now and also when I will need in the future so I am very confident that my insurance will meet my needs now and for the next few years. Brent is also a great person so talk to, he's good value and knows he stuff and makes it all super easy to understand."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel extremely confident in any advice Brent gives to us. We have been Brent's clients for over 15 years and have always been directed in the right direction regarding our finances. We would thoroughly recommend Brent to our friends"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brent always takes the time to make us feel welcome, answer any questions fully and gives good advice including managed funds."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brent has been my adviser for a number of years giving me advice on investments, superannuation and retirement planning. I find his advice very reliable, meets my needs and is easy to understand. I would certainly recommend Brent to family and friends for their investment and super advice."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brent always has time explain out investment stratergies."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brent has been supportive and financially sound in the advice he has given us. The transition from full time employment to retirement has been made easier under his guidance and we will continue to utilize his services"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brent listens , is helpful and will make suggestions when asked."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2013

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2002

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Member

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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