- Master of Applied Finance (Financial Planning)
- Bachelor of Business (Finance)
- Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Superannuation)
- Justice of the Peace
- Member - Financial Planning Association of Australia
Kelly joined our firm in 2010, and came with an extensive background in superannuation, defined benefit schemes and retirement products. Kelly takes a holistic approach when providing financial planning advice, and covers all areas including insurance, property and debt management, cashflow and self-funded retirement.
Kelly enjoys a good work-life balance living on the border where she has grown up and is passionate about assisting young professionals and retirees in achieving their financial goals.
When it comes to juggling an active career and busy life, managing your finances isn’t always at the top of your to-do list, however putting it off can have real long term consequences. With sound knowledge across all areas of financial advice and a real understanding of the lifestyles and needs of clients, Kelly can help you identify your financial goals and set a plan to help you secure your financial freedom for the future. Kelly is very keen to build professional and lasting relationships with clients.
Away from the office Kelly is married to Rhys, and they welcomed their first child, Hayley, in July 2015. Kelly is passionate about her fitness, ongoing education and enjoys local competition netball, snow skiing and socialising.
Kelly's ideas of Financial Freedom
For me, nothing would be greater than skiing around the world with my husband who shares my passion for this hobby. My idea of financial freedom is to be able to get on a plane at any time of the year and fly across the world to wherever the snow is falling.
Kelly Mitchell - Promoting the Interests of Women in Financial Planning National Award 2016From www.youtube.com
Kelly Mitchell wins 2016 Hillross Award for Promoting the Interests of Women in Financial PlanningFrom www.hillross.com.au
Kelly Mitchell - Ambassador for Charles Sturt University - Video TestimonialFrom www.youtube.com
Kelly Mitchell - Striving for Excellence in EducationFrom www.facebook.com
Kelly Mitchell - Finalist New Adviser of the Year 2014From view.exacttarget.com