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Sally Keyes

Financial Adviser

Bell Potter Securities Ltd
Noosa Heads, QLD 4567

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About

Sally Keyes is an ASIC-registered financial adviser based in beautiful Noosa Heads, Queensland, dedicated to helping clients achieve their financial goals. With a Bachelor of Economics from the University of Sydney (1977) and SDIA Accreditation (PS146) obtained in 2002, Sally brings a wealth of knowledge and experience to her practice. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Sally adheres to the highest professional standards and provides expert advice on wealth management, securities, and government debt securities. She is passionate about providing tailored strategies to meet the unique needs of each client. Sally offers a comprehensive range of services, including: • Wealth Management • Securities Advice • Government Debt Securities • Investment Strategies • Portfolio Management Whether you're planning for retirement, seeking to grow your wealth, or simply need guidance on your financial future, Sally can help. Contact Sally today to schedule a consultation and take the first step towards financial security.

Specialisations

Areas of Expertise

Securities Government Debt Securities Wealth Management Securities Advice Investment Strategies Portfolio Management

Client Types

Personal Investors

Services

Wealth Management
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000243480

Verify on ASIC Register

Authorised Representative Number

000243252

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Sally Keyes provide?

Sally Keyes specialises in wealth management, securities advice, and government debt securities. She provides personalised strategies to help you achieve your financial goals.

What are Sally Keyes's qualifications and experience?

Sally Keyes holds a Bachelor of Economics from the University of Sydney and SDIA Accreditation (PS146). She is also a member of the Stockbrokers and Investment Advisers Association (SIAA) with over 20 years experience in the financial services sector.

What can I expect during my first consultation with Sally?

During your initial consultation, Sally will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a tailored financial plan to help you achieve your objectives.

How does Sally Keyes stay up-to-date with changes in the financial industry?

As a member of the Stockbrokers and Investment Advisers Association (SIAA), Sally is committed to ongoing professional development. She regularly attends industry conferences and seminars to stay informed about the latest trends and regulations.

Is Sally Keyes qualified to provide advice on superannuation?

While Sally's core focus is wealth management, securities, and government debt securities, she can incorporate superannuation strategies as part of a broader wealth management plan.

Get in Touch

Contact Sally directly for personalised advice.

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