John Kelly

JK Financial Services Pty Ltd

Silver
23 Yrs Experience
Bendigo, VIC 3550
I cannot predict the future, I prepare my clients for it. My philosophy of "if it ain't broke don't fix it", means I do not do business for business sake and will always act in my clients best interest. I do this through easy to understand advice that's value for money and delivery of great service. If this is what you're looking for, I may be able to assist you. I take the time to get to know you and if we determine that I can add value, then we go from there, either way you will be clear on what's next. I commenced my career in financial services as a bank teller in 1984, working through promotion to Area Manager/Commercial and Agribusiness in a major bank before changing career path as a Financial Planner in 1999. As a Certified Financial Planner Professional and an accredited Self Managed Super Advisor, I offer a comprehensive, easy to understand and relevant advice offering which is always appropriate to the client. My clients commonly state they value my honesty, integrity, knowledge and most of all the service I provide. Anyone can invest money but do you have the knowledge and strategies to optimise your wealth creation and protection, pay your debt off quickly, maximise the tax effectiveness or are you sure you have the best arrangements in place for now, into retirement and beyond?

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Fees are dependent upon the level of advice or service required and negotiated then agreed upon prior to being charged.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 3
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

JK Financial Services Pty Ltd

165 Queen St
Bendigo, VIC 3550

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

4.85
3 Reviews
5
4
3
2
1
4.50
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

Sort by

4.75

"Approachable and always available if you need anything."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John is very approachable with his financial knowledge and is always willing to help"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has been of great support to me and my wife since we have been involved with him and is always available when needed."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Growing Assets

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2012

Diploma of Financial Advice

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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