- 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 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.
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