Meet the Team
About Kelly Wealth
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 Team
Angela Stewart
Client Services Officer
Kyle Greenwood
Client Services Officer
Shang Noel
Paraplanner
Jasmine Cerutti
Accounts Manager
Samantha Lam
Client Services Officer
Haydn van Nek
Operations Manager
Our Network of Trusted Specialists
At Kelly Wealth, we bring together local knowledge and a network of trusted specialists to support you. Every partner we work with is carefully vetted, so you can feel confident you’re getting the right expertise when you need it.
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 utilise AI efficiency and productivity.
Qwrk Outsourcing
Providing paraplanning and administrative services