Kellie Perry

Name Kellie Perry
Company Advantage One Financial Services P/L
Address Adelaide, SA 5000
Phone 0418808620

Financial Planning has been a big part of my life for over 20 years having worked for a large Financial Planning practice for many years and then successfully managing my own practice, I have gained a wealth of knowledge and experience in all aspects of Advice. I relish engaging with my clients, finding out what makes them tick and ensuring that they feel at ease in what can sometimes be a daunting process. I have a curious and thoughtful nature and an excellent ability to help clients articulate and achieve their goals. I always engage with my clients with an empathetic ear and a great amount of compassion so this, along with my focus, drive, and problem-solving skills ensures I can deliver quality advice in a manner that is easy to understand.

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