Patrick Kelly, CFP®

Name Patrick Kelly CFP®
Company Peak Partnership Wealth Design Solutions
Address Level 1 17-19 Mt Gravatt-Capalaba Road
Upper Mount Gravatt, QLD 4122
Phone 07 3360 9898

I'm a Director and Senior Financial and Risk Insurance Advisor at The Peak Partnership, a multi-discipline practice at Upper Mt Gravatt. I manage a diverse client portfolio; from people in their early 20s looking for an early start on their financial journey, through to successful retirees enjoying the rewards of a well-managed working life.I enjoy working with our senior accounting and business advisory team to structure a 'whole-of-client' financial strategy for the people who trust us to help them with their financial future. Whether it's a simple savings plan or a complex investment and wealth protection portfolio, my purpose for every client is to deliver ADVICE, CLARITY, DIRECTION.

< Prev Page