Kelly Lindsell
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Kelly Lindsell is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Kelly holds a Bachelor of Commerce (Economics & Finance) from Western Sydney University (1996) and a Diploma of Financial Planning from the Financial Advice Association of Australia Limited (1998). Furthering her commitment to excellence, she obtained her Certified Financial Planner designation from the Financial Planning Association of Australia (FPA) in 1999. Kelly continually updates her knowledge, completing courses in Margin Lending and Geared Investments (Kaplan Professional, 2011), Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Ltd, 2025), the SMSF Specialist Advisor Program (SMSF Association Ltd, 2025), and Tax for Financial Advising (Kaplan Professional, 2025). She is a proud member of both the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting her dedication to upholding the highest professional standards. Authorised to provide advice on a comprehensive range of financial products, Kelly specialises in: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or require guidance on superannuation and insurance, Kelly can provide expert advice to help you make informed decisions. Contact Kelly today to arrange a consultation and take the first step towards securing your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Kelly Lindsell offer?
Kelly Lindsell provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Kelly Lindsell's qualifications and professional memberships?
Kelly holds a Bachelor of Commerce (Economics & Finance), a Diploma of Financial Planning, and is a Certified Financial Planner. She is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What is the process for working with Kelly Lindsell?
The process typically involves an initial consultation to understand your financial goals, followed by the development of a tailored financial plan. Kelly will then help you implement the plan and provide ongoing support to ensure you stay on track.
How can Kelly Lindsell help me plan for my retirement?
Kelly can assess your current financial situation, help you estimate your retirement income needs, and develop a strategy to build your retirement savings through superannuation, investments, and other strategies.
What should I expect during my first meeting with Kelly Lindsell?
During your first meeting, Kelly will discuss your financial goals, current financial situation, and any concerns you may have. This initial consultation is an opportunity to determine how Kelly can best assist you in achieving your financial objectives.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.