The Financial Planning Association of Australia The Financial Planning Association of Australia

Patrick Kelly, CFP®


Name Patrick Kelly, CFP®
Company Peak Partnership Wealth Design Solutions
Address Level 1
17-19 Mt Gravatt-Capalaba Road
Upper Mount Gravatt, QLD 4122
Phone 07 3360 9898
Mobile 0414 320 794
Email [email protected]
Website www.peakpartnership.com.au

I'm the head Financial and Risk Insurance Advisor at The Peak Partnership, a multi-discipline practice at Upper Mt Gravatt. I manage a diverse client portfolio; from people in their early 20s looking for an early start on their financial journey, through to successful retirees enjoying the rewards of a well-managed working life.

I enjoy working with our senior accounting and business advisory team to structure a 'whole-of-client' financial strategy for the people who trust us to help them with their financial future. Whether it's a simply savings plan or a complex investment and wealth protection portfolio, my purpose for every client is to deliver ADVICE, CLARITY, DIRECTION.

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