|Name||John Kelly CFP®|
|Company||Geelong Wealth Advisors Pty Ltd|
|Address||165 Queen Street
Bendigo, VIC 3550
I am authorised/accredited to provide assistance and advice on a range of products, providers and areas including;
- Financial Planning
- Personal Insurances (Risk Management)
- Business Insurances (Risk Management)
- Superannuation and Retirement Planning
- Self Managed Superannuation Funds (Accredited Specialist)
- Succession Planning
- Direct Equities (Shares), ETF's, Instalment Warrants
- Margin Lending (Gearing)
- Managed investments
- Estate Planning
I have been in the finance industry since 1984, delivering quality advice formed on my conviction of providing easy to understand, highly valued service and trusted advice, always in the clients best interest.
I have a Diploma of Financial Advising, Diploma and Advanced Diploma of Financial Services (Financial Planning), Certified Financial Planner since 2010 and obtained my SMSF Specialist Advisor accreditation.
I offer a fee for service proposition and invite your inquiry for advice or references.