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
Wish Brent had a better crystal ball.
I have been a Client of Brent's for over 20 years. His knowledge has been insightful from Superannuation through to advising and assisting in setting up our SMSF. The service is exceptional. The advice has been excellent. Everyone's circumstances are different and Brent provides a very personal approach. That has never varied. Very grateful for the advice and assistance I have received. Brent has built an exceptional Team . A very well run organisation.
Brent has been my financial for decades. I have always found him to be knowledgeable, helpful and friendly. His advice has always been beneficial to me.
I have found Brent very thorough and helpful in giving advice on my retirement pension fund he manages. This has evolved from the superannuation that he took over 10 years ago. His advice has been clear, and knowledgeable with good results. Staff at Kelly Wealth Services I have always found very polite and helpful.
We have been working with Brent for several years and we have found him to be very professional with a wealth of knowledge on all things financial. He explains everything in a way to make it easy to understand and is genuinely interested in our needs for a financially secure future. I would not hesitate to recommend Brent and his team to any potential clients. The entire Kelly Wealth team are very helpful.
- Adviser status Gold
- Number of reviews 21
- First year providing advice 1996
- Years of experience 27
- Certified Financial Planner (CFP)
Kelly Wealth ServicesSuite 7, Level 2, Florence House, 26-28 Florence Street
Cairns, QLD 4870
- 8:30am – 5:00pm Monday – Thursday
- 8:30am – 3:00pm Friday
- In person
- Video call
Your Financial Guide Pty Ltd