Kelly Brady

Virtuous Planning

Silver
9 Yrs Experience
Glenview, QLD 4553

Kelly started Virtuous Planning and Aged Care to design a company that looks at a client’s holistic situation and generate a plan to help in their individual circumstances. Kelly enjoys meeting with clients to fully understand their goals and objectives, working together to find the best solutions for their needs and ensuring clients have peace of mind and comfort with their financial future. Kelly works closely with accountants and several investment teams to meet client’s objectives and needs. Kelly has accumulated considerable technical knowledge in the areas of superannuation, investments. personal and business insurance, self-managed super funds, cashflow management, retirement planning and aged care solutions.

Qualifications

Kelly has a Bachelor of Business, Graduate Certificate in Financial Planning and Margin Lending, Advanced Diploma of Financial Planning, Diploma of Financial Planning, RG146, Specialist in Self-Managed Superannuation Funds and a qualified Age Care Specialist.

Kelly is registered as a Tax (Financial) Adviser and completed her FASEA exam.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • 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 Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Virtuous Planning

21 Glenview Rd
Glenview, QLD 4553

Opening hours

  • 8:30am – 7:00pm Monday – Friday

Meeting methods

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

Licensed by

The Virtuous Licensee Pty Ltd

AFSL 526892