Kelly Mitchell

Templeton Advice Group

13 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
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Budgeting
My fees
Get in touch

Our initial meeting fee is $220 including GST. Some or all of this fee may be rebated where clients are proceeding with Personalised Advice and deducted from the agreed Initial Advice Fees. See Financial Services Guide for more details on our initial advice fee ranges.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.89
  • Number of reviews 7
  • First year providing advice 2011
  • Years of experience 13
  • 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 – 3:00pm Thursday – Friday

Licensed by

Templeton Advice Group

AFSL 533284