Kelli Hooper
Financial Adviser
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About
Kelli Hooper is an ASIC-registered financial adviser based in Burnie, Tasmania, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from Tribeca obtained in 2006, and ongoing professional development including FPE016 from Kaplan completed in 2022, Kelli possesses a strong foundation of knowledge and a commitment to staying current with industry best practices. As a Financial Planner AFP (FPA) member, Kelli adheres to the highest ethical and professional standards. Kelli is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet your unique needs. Her areas of expertise include superannuation, insurance, wealth management, and retirement planning. Key services include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your loved ones • Wealth management strategies for long-term financial security • Retirement planning to ensure a comfortable future • Investment advice encompassing Life Insurance, Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities Ready to take control of your financial future? Contact Kelli Hooper today to schedule a consultation and begin your journey towards financial well-being.
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Frequently Asked Questions
What types of financial advice does Kelli Hooper offer?
Kelli Hooper provides advice on a range of financial products including superannuation, insurance, wealth management and retirement planning. She also advises on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Kelli Hooper have?
Kelli Hooper holds a Diploma of Financial Services (Financial Planning) from Tribeca (2006) and completed FPE016 from Kaplan in 2022. She is also a Financial Planner AFP (FPA) member.
How does the financial planning process work with Kelli Hooper?
The financial planning process typically begins with an initial consultation to understand your current financial situation, goals, and risk tolerance. Kelli will then develop a personalized financial plan tailored to your specific needs and circumstances. Regular reviews and adjustments are made to ensure your plan remains aligned with your evolving goals.
What can I expect during my first meeting with Kelli Hooper?
During your first meeting, Kelli will discuss your financial goals, current financial situation, and risk tolerance. This is an opportunity for you to ask questions and get to know Kelli's approach to financial planning. There is no obligation to proceed after the initial consultation.
Why should I choose Kelli Hooper as my financial advisor?
Kelli Hooper provides personalised financial advice based on your individual needs and goals. With her qualifications, experience, and commitment to ethical conduct as an FPA member, Kelli can provide suitable strategies to help you achieve financial security.
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