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