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Kelly Conley

Varria Personal Financial Advisers

Gold
12 Yrs Experience
West End, QLD 4101

I have over 15 years experience within the financial planning industry. During this time, I have evolved within the business to become an important part of the adviser/client relationship. I enjoy cementing client relationships and working to ensure that the servicing of the clients continue to be a priority for the adviser.

I utilise my extensive experience to work with head office to ensure the office continues to run smoothly and effectively. I am an integral part of the direction of the Brisbane office and work with all involved for better financial outcomes

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2013
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Varria Personal Financial Advisers

South Tower, Level 3, 10 Browning Street
West End, QLD 4101

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Charter Financial Planning

AFSL 234665