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Kelly-Louise Pillay

Financial Adviser

KLI Group
Cockburn Central, WA 6164

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About

Kelly-Louise Pillay is an ASIC-registered financial adviser based in Cockburn Central, WA, dedicated to providing comprehensive and personalised financial solutions. With a strong academic foundation including a Bachelor of Commerce, a Bachelor of Economics from Murdoch University, a Graduate Diploma in Financial Planning from FINSIA, and a Masters of Taxation from Curtin University, Kelly-Louise possesses a wealth of knowledge to guide you toward your financial goals. As a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FAAA) and a member of the Institute of Public Accountants (IPA), Kelly-Louise adheres to the highest ethical and professional standards. She is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Kelly-Louise can help. • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management strategies • Retirement planning • Investment advice (Securities and Government Debt Securities) • Advice on Retirement Savings Accounts Kelly-Louise is committed to building long-term relationships with her clients, offering tailored advice and ongoing support to help them achieve financial security and peace of mind. Contact Kelly-Louise today to schedule a consultation and take the first step towards a brighter financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Investment Strategies Tax Planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning Tax Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000452054

Verify on ASIC Register

Authorised Representative Number

000305614

Verify on MoneySmart Register

Frequently Asked Questions

What services does Kelly-Louise Pillay provide?

Kelly-Louise Pillay offers a comprehensive range of financial services including superannuation advice, insurance (Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, and investment advice including securities and Government Debt Securities. She also provides advice on Retirement Savings Accounts.

What qualifications does Kelly-Louise Pillay have?

Kelly-Louise holds a Bachelor of Commerce, a Bachelor of Economics, a Graduate Diploma in Financial Planning, is a Certified Financial Planner (CFP), and has a Masters of Taxation.

What is the process for becoming a client of Kelly-Louise?

The process typically starts with an initial consultation to discuss your financial goals and current situation. Kelly-Louise will then develop a tailored financial plan based on your needs and objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.

What professional memberships does Kelly-Louise Pillay hold?

Kelly-Louise is a member of the Financial Advice Association of Australia (FAAA) and the Institute of Public Accountants (IPA).

What can I expect when working with Kelly-Louise?

You can expect a personalised and professional service, tailored to your individual needs and goals. Kelly-Louise is committed to building long-term relationships with her clients and providing ongoing support to help them achieve financial security and peace of mind.

Get in Touch

Contact Kelly-Louise directly for personalised advice.

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.