Hillross

Kelly Mitchell
Snr Financial Adviser
FM Financial t/as Hillross Albury. 533 Kiewa Street, Albury NSW 2640
Authorised Representative and Credit Representative of Hillross Financial Services Limited.

Kelly’s focus is to provide a clear and strategic roadmap for her clients, ensuring they are on track to achieve their goals and financial independence. She is passionate about the finance industry and values the ongoing education process for both planner and client.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • 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

Areas of
Expertise

Debt management
Insurance
Strategic Planning
Superannuation
Transition to retirement

Kelly is a Senior Financial Adviser joining 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 a mum of two children, Hayley and Thomas. Kelly is passionate about her fitness, ongoing education and enjoys a good coffee and socialising.

Kelly's ideas of Financial Freedom

To be able to provide my children with opportunities for a bright future and education, and experiences such as recreational sports and travel.

Media

The Hillross corporate advisory firm is responsible for the content of this page. Other than as required under consumer protection law or the Corporations Act 2001 (Cth), under no circumstances will Hillross Financial Services Limited and its related companies be liable for any loss or damages caused by a user’s reliance on the content of this page.

Some quick facts about Kelly

14 Years Experience

Kelly speaks:

English

Kelly's Awards Include:

2016 Promoting the Interests of Women in Financial Planning
2014 Finalist Hillross New Adviser of the Year
2014 Shortlisted in the Association of Financial Advisers (AFA) Excellence in Education Award for NSW
2011 Graduated with Distinction - Bachelor of Business (Finance)
2009-10 Charles Sturt University Dean's Award (2 years)

You can meet Kelly:

Meet outside of office
Phone meetings
Skype

Contact Kelly directly:

Ph. 02 6041 1177
Connect via Linkedin
 Request a meeting

FM Financial t/as Hillross Albury

FM Financial Pty Ltd, trading as Hillross Albury, is a local Financial Planning business that specialises in relationships in the Albury/Wodonga region, and beyond. We are passionate about helping our clients attain their idea of Financial Freedom. Our fundamental objectives are to help build, manage, protect your wealth, and provide tailored financial planning advice based on your individual needs and situation.
533 Kiewa Street, Albury NSW 2640
Ph. 02 6041 1177