Ryan Kelly

Preston Wealth

Gold

15 Yrs Experience

Como, WA 6152

About Ryan
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

With over a decade of experience helping individuals and families navigate their financial journeys, I’m passionate about delivering advice that’s both strategic and deeply personal. At Preston Wealth, we believe financial planning is more than just numbers—it’s about understanding your goals, values, and what financial peace of mind means to you. Whether you're planning for retirement, growing your wealth, or simply seeking clarity around your financial future, I’m here to guide you with empathy, integrity, and a clear plan forward.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Small Business Advice
Borrowing
Tax Strategies
Growing Assets

5.00 November 2025

Transitioning into retirement and throughout Ryan has assisted us in multiple ways. He has alleviated the anxiety of the unknown and helped us reach our financial goals. Ryan is forthcoming in his professional knowledge and easy to communicate with. Being approachable and patient are two of the many assets Ryan aspires too. Customized plans are delivered with understanding and tangible results. He is consistently responsive to our changing needs. We look forward to continuing our financial journey with Ryan in the future.

Adviser status Gold
Rating 5.00
Number of reviews 1
First year providing advice 2010
Years of experience 15
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English