Kelly Wealth Services

Finance · Australia · 1-10 Employees

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Overview

Headquarters

Florence House 26 Florence St Ste 7 L 2,...

Phone Number

+61 740412055

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
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1

About Kelly Wealth Services

Kelly Wealth is a well-established wealth management firm located in Far North Queensland, specializing in financial guidance for high-net-worth individuals, families, and businesses. Their services include retirement planning, superannuation management, investment strategies, and intergenerational wealth planning. The firm is dedicated to helping clients invest with confidence and secure their financial future. With a team of experienced advisers, Kelly Wealth aims to provide tailored financial solutions to meet the unique needs of their clients.Explore more
Kelly Wealth Services's Social MediaPopular SearchesKelly Wealth ServicesKellywealthSIC Code 62,628NAICS Code 52,523Show more

Kelly Wealth Services Org Chart

PhoneEmail
BK
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Managing Director

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BS
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Associate

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BC
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Partner and Senior Financial Adviser

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kelly Wealth Services

<$5M
1-10
Private
-
2007
BK
Brent KellyManaging Director
$5.6M
11-50
Private
-
1983
MD
Mark DunsfordCEO & Wealth Protection Specialist
<$5M
11-50
Private
-
2013
BM
Bradley MonkAged Care Specialist Senior Financial Planner - Director
<$5M
11-50
Private
-
-
MR
Martin ReymentOwner - Financial Adviser
<$5M
11-50
Private
-
-
DH
Darren HowardDirector, Financial & Planner & Smsf Specialist
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
-
AT
Andrew TravisDirector, Financial Adivsor
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Company Profile Activity

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Activity Insights

Kelly Wealth Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kelly Wealth Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kelly Wealth Services.

Kelly Wealth Services Tech Stack

A closer look at the technologies used by Kelly Wealth Services

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Frequently Asked Questions Regarding Kelly Wealth Services

What is Kelly Wealth Services's official website?
Kelly Wealth Services's official website is www.kellywealth.com.au
What is Kelly Wealth Services's Revenue?
Kelly Wealth Services's revenue is <$5 Million
What is Kelly Wealth Services's SIC code?
Kelly Wealth Services's SIC: 62,628
What is Kelly Wealth Services's NAICS code?
Kelly Wealth Services's NAICS: 52,523
How many employees does Kelly Wealth Services have?
Kelly Wealth Services has 1-10 employees
What industry does Kelly Wealth Services belong to?
Kelly Wealth Services is in the industry of: Finance, Securities Trading
What is Kelly Wealth Services competition?
Kelly Wealth Services top competitors include: MBA Wealth Solutions, LifePath Financial Planning, TMC Advisory, Sterling Advice
What technology does Kelly Wealth Services use?
Some of the popular technologies that Kelly Wealth Services uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Kelly Wealth Services?
Kelly Wealth Services contact info: Phone number: +61 740412055 Website: www.kellywealth.com.au
What does Kelly Wealth Services do?

Kelly Wealth is a well-established wealth management firm located in Far North Queensland, specializing in financial guidance for high-net-worth individuals, families, and businesses. Their services include retirement planning, superannuation management, investment strategies, and intergenerational wealth planning. The firm is dedicated to helping... clients invest with confidence and secure their financial future. With a team of experienced advisers, Kelly Wealth aims to provide tailored financial solutions to meet the unique needs of their clients.Read More

What are Kelly Wealth Services social media links?
Kelly Wealth Services Linkedin page Kelly Wealth Services Twitter page Kelly Wealth Services Facebook page
Is Kelly Wealth Services a public company?
Kelly Wealth Services is private company therefore does not currently have an official ticker symbol
See more information about Kelly Wealth Services

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