Kelly Mitchell

Templeton Advice Group

12 Yrs Experience
Wodonga, VIC 3690

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.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.89
  • Number of reviews 7
  • First year providing advice 2011
  • Years of experience 12
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Templeton Advice Group

33 Stanley St
Wodonga, VIC 3690

Opening hours

  • 9:00am – 5:00pm Monday – Wednesday
  • 9:00am – 2:00pm Thursday – Friday

Licensed by

Templeton Advice Group

AFSL 533284