Kelly Wealth Services and Lainie Poon have been shortlisted for the prestigious Women in Finance Awards, partnered by National Australia Bank in the category of ‘Women’s Community Program of the Year’ for their ‘Creating Wealthy Women’ seminars.
Founded in 2007, Kelly Wealth Services and Kelly Wealth Lending Services offer full financial planning and mortgage broking services to clients in Cairns, the Tablelands and the wider FNQ community. They specialises in assisting with wealth creation, retirement planning, investment strategies and lending services.
In its inaugural year, the Women in Finance Awards, which covers 28 categories, recognises the outstanding work of women within financial services.
“This awards event is an Australian-first program that truly pulls together all areas of financial services under one umbrella to celebrate success and excellence,” said Momentum Media’s head of events, Jim Hall.
“We are set for a superb awards presentation. The judges have a tough job on their hands this year and there will no doubt be much excitement to hear their verdicts.
“The winners will not only represent inspirational high achievers from the financial sector, but also recognise the rising stars of tomorrow,” he added.
Lainie Poon, Lending Advisor at Kelly Wealth Services, said she was humbled by the nomination and it was fantastic to see Cairns represented on this national stage.
“Kelly Wealth Services’s recognition for its excellent contribution to the FNQ community reinforces the strength of the brand in connecting with the community and engaging with its customers,” she said.
The winners will be announced at a black-tie awards dinner on Thursday, 21 September at The Star, Sydney.