Patrick Kelly
Financial Adviser
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About
Patrick Kelly is an ASIC-registered financial adviser dedicated to helping individuals and families in Upper Mount Gravatt and beyond achieve their financial goals. With a strong foundation built upon a Bachelor of Commerce and a Bachelor of Economics from the University of Queensland (2002), Patrick further solidified his expertise with a Diploma of Financial Planning from FPA (2003), a Self Managed Super Fund Course from Australian Executor Trustees (2005), and the Certified Financial Planner designation from FPA (2006). As a member of the Financial Advice Association of Australia (FAAA), Patrick adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet your unique needs. Patrick can assist you with: • Superannuation advice • Insurance solutions to protect your assets and loved ones • Comprehensive wealth management strategies • Planning for a comfortable and secure retirement • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Patrick today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Patrick Kelly offer?
Patrick Kelly provides a comprehensive range of financial advice, including superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Patrick Kelly have?
Patrick Kelly holds a Bachelor of Commerce and a Bachelor of Economics from the University of Queensland, a Diploma of Financial Planning from FPA, completed a Self Managed Super Fund Course from Australian Executor Trustees, and is a Certified Financial Planner (CFP).
What is the process for becoming a client of Patrick Kelly?
The process typically begins with an initial consultation to understand your financial goals and current situation. Patrick will then develop a personalized financial plan tailored to your needs. Ongoing reviews and adjustments will ensure your plan remains aligned with your evolving circumstances.
How can wealth management advice from Patrick Kelly benefit me?
Patrick's wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio. He can also assist with tax-efficient strategies to maximize your returns.
What can I expect during my first meeting with Patrick?
During your first meeting, Patrick will focus on understanding your financial goals, values, and concerns. He will explain his approach to financial planning and answer any questions you may have. The goal is to establish a strong foundation for a long-term, collaborative relationship.
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