Brent Kelly

Kelly Wealth

Gold
30 Yrs Experience
Cairns, QLD 4870

Brent is a Cairns local who has a strong belief in family, community and true financial planning. Brent is considered the leading Financial Adviser in Cairns and North Qld. His wealth of experience (over 25 years) has helped 100’s of Cairns and FNQ families build wealth , retire and financially support their next generation. Brent's main areas of expertise are centered on retirement planning , wealth creation and managing risk. Creating wealth tax effectively and making the complex simple is how he has helped his clients exceed their financial goals. Brent provides a positive experience for all his clients, ‘Building wealth and retirement should be exciting and inspiring, I remove stress and anxiety from this part of my client’s life, so they focus on what’s important to them’. Brent is a CERTIFIED FINANCIAL PLANNER and is a member of the Financial Planning Association of Australia. He has also completed SMSF specialist accreditation and is a GAICD.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.94
  • Number of reviews 31
  • First year providing advice 1996
  • Years of experience 30
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

Kelly Wealth

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