Meet the Team
Who are we?
Kelly Wealth is Far North Queensland’s most established and trusted wealth management firm, helping our clients to confidently invest their money.
Operating from our Cairns headquarters, we have access to specialist national advisers and access to best-in-class investment products and solutions.
Meet our Experts
Brent Kelly
Managing Partner/Senior Financial Adviser
Brent Cerutti
Partner/Senior Financial Adviser
Karla Calleja
Associate
Breanna Strooper
Associate
Meet our Support Staff
Meet the other professionals that support out business to ensure our clients’ needs are met with a high level of compliance and professionalism.
Angela Stewart
Client Services Officer
Benjamin Freiberg
Client Services Officer
Shang Noel
Paraplanner
Jasmine Cerutti
Accounts Manager
Samantha Lam
Client Services Officer
Haydn van Nek
Operations Manager
Meet the Professionals that Support our Business
At Kelly Wealth, we combine local, award-winning knowledge with global reach and expertise. Through a heavily vetted process, we have established a collective of specialists that support us while we support you.
The Principals Community
Providing high level Governance and compliance support.
Quilla Consulting
Providing independent investment research and strategic implementation.
Fourth Line
Providing arm’s length compliance oversight.
Fin365
Providing cutting edge CRM systems and helping us utilize AI efficiency and productivity.
One Degree Paraplanning
Providing advice document and paraplanning services.