When it comes to juggling an active career and busy life, managing your finances isn’t always at the top of your to-do list, however putting it off can have real long term consequences. With sound knowledge across all areas of financial advice and a real understanding of the lifestyles and needs of clients, I help clients to identify their lifestyle and financial goals and set a plan to help secure financial freedom for the future. I am very keen to build professional and lasting relationships with my clients. Away from the office I am a mum of two children, Hayley and Thomas. I am passionate about my fitness, ongoing education and enjoy a good coffee and socialising.
Very professional and explains subjects clearly and concisely. Highly recommend
Kelly has reviewed the financial situation with relation to and aged care placement for our father. Her analysis and detailed response has allowed us to make appropriate decisions for his care and understand better the current system including Centrelink likely outcomes. She was professional, efficient and supportive at all times and we greatly value her work.
Kelly helped us to refinance our home and business loans. She listened to our ideas and understood what we were hoping to achieve and put us on the right path. Kelly’s advice around structuring our debt was clear and easy to understand. I am more than happy to recommend her services.
Kelly has always given me good advice in the areas of shares & investing, superannuation and pension. I have found Kelly takes the time to explain things to me in a way that I can understand and she has always been available to answer my queries. I have been dealing with Kelly for 6 years now and have always found her pleasant, helpful and extremely efficient.
Kelly has given us extremely good advice with our share investing and wealth creating.....she always gives us the time to work through scenarios.....over the years her helful advise has enabled us to live through our retirement years worry free from financial burdens
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2011
- Years of experience 12
- Master of Applied Finance
Templeton Advice Group33 Stanley St
Wodonga, VIC 3690
- 9:00am – 5:00pm Monday – Wednesday
- 9:00am – 2:00pm Thursday – Friday
Templeton Advice Group