Brett Kelly
Financial Adviser
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About
Brett Kelly is an ASIC-registered financial adviser dedicated to helping individuals and families in Seven Hills, NSW, and across Australia achieve their financial goals. With a strong foundation in financial planning, Brett holds qualifications in Margin Lending and Geared Investments, FNS60404, Self Managed Superannuation Funds, and FNS40811, all earned through Kaplan Professional Education. This comprehensive training allows him to provide expert advice across a broad range of financial products. Brett is authorized to provide advice on superannuation, insurance, and wealth management strategies. He specialises in retirement planning and can offer guidance on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Brett is committed to providing tailored solutions to meet the unique needs of each client. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you are planning for retirement, seeking to grow your wealth, or need assistance with insurance, Brett can help. Contact Brett today to schedule a consultation and take the first step toward securing your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Brett Kelly offer?
Brett Kelly specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Brett Kelly have?
Brett Kelly holds qualifications in Margin Lending and Geared Investments, FNS60404, Self Managed Superannuation Funds, and FNS40811, all earned through Kaplan Professional Education.
What is Brett Kelly's approach to financial planning?
Brett Kelly takes a client-focused approach, tailoring financial solutions to meet each individual's unique needs and goals. He believes in building long-term relationships based on trust and transparency.
How can Brett Kelly help me with retirement planning?
Brett can assist you in developing a comprehensive retirement plan, including strategies for maximizing your superannuation, managing investments, and ensuring a comfortable retirement lifestyle.
What should I expect during my first consultation with Brett?
During your first consultation, Brett will take the time to understand your financial situation, goals, and concerns. He will then provide you with an overview of how he can help you achieve your financial objectives and answer any questions you may have.
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