Kelly Wealth Services is an FPA Professional Practice. Both Brent Kelly and Brent Cerutti are members of the FPA and hold CFP’s which is one of the highest qualifications one can achieve as a Financial Planner. Our firm has over 35 years combined experience in the industry.
We approach all clients objectively – We can advise on SMSF and most superannuation funds and investment managed funds (a product must meet minimum Chant West product rating ‘4 out of (maximum) 5 APPLES). We are agents for 11 of Australia’s leading insurance companies. Our focus is towards the best strategy or product that will give our clients the best financial outcome.
We help clients STAY ON TRACK – our range of disciplined, ongoing services are tailored to you and your needs. YOU will stay on track to achieve your goals which our experience tells us will constantly change and evolve.[ Read More ]