Kelly Wealth Services

Dream Big with Confidence

Forms & Workbooks

Financial Services Guide

View Your Financial Guide Pty Ltd (FSG) dated 21 January 2019

Adviser Profiles

View Brent Kelly adviser profile

View Brent Cerutti adviser profile

View Bronson Hills adviser profile

View David Elliott adviser profile

Budgeting Tool

Help you determine your budget.

Download Budget Tool

ATO – Refund of Franking Credits instructions

For individuals who do not need to lodge a tax return for 01 July 2015 – 30 June 2016, follow the links below.

For further information contact us or ATO direct on Ph: 13 28 65
ATO Franking Credits Refund Form
ATO Franking Credit Instructions

IMPORTANT INFORMATION

YFG Cairns Pty Ltd (ABN 55 628 589 211) trading as Kelly Wealth Services is an Authorised Representative of Your Financial Guide Pty Ltd under Corporate Authorized Representative Number 1273675. Kelly Wealth Services advisers are authorised representatives of Your Financial Guide Pty Ltd ,ABN 63 628 588 938 and operates under Australian Financial Services Licence No. 511377.

NGFS Lending Pty Ltd (ABN 35 600 762 721) trading as Kelly Wealth Lending Services is an Authorised Credit Representative #475036 of Acceptance Finance Pty Ltd ABN 62 953 405 689 and operates under Australian Credit Licence #391715.

General advice and general educational information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness to your objectives, financial situation and needs. By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website. 

Privacy Policy & T & C’s       Financial Services Guide       Kelly Wealth Lending Credit Guide & Privacy Policy

CONTACT DETAILS

P:  07 4041 2055

E:  admin@kellywealth.com.au

A:   Suite 7, Florence House
Level 2, 26 Florence Street
Cairns QLD 4870