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.
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.
Kelly was so kind and caring with my parents who are aged pensioners and looking to transition into retirement living. She explained all their investment as well as their Centrelink options and organised everything they needed. It was so great to work with someone so trustworthy.
Kelly took the time to understand what I needed as well as how I can budget and reduce my debt while still enjoying life.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2013
- Years of experience 10
- Graduate Diploma of Financial Planning
Virtuous PlanningSuite 4, 167 Brisbane Rd
Mooloolaba, QLD 4557
- 8:30am – 7:00pm Monday – Friday
- In person
- Video call
Vest Financial Pty Ltd