Our Advisers

Barbara Kelly

Financial Adviser

Barbara has been working in the financial planning industry for over 25 years and prior to this worked in banking. Barbara has been a Financial Planner since 2011 working in regional Victoria. Over the years she has continued to study to remain up to date with the ever-evolving financial planning industry and legislative changes.

Barbara is committed to working with her clients to help them achieve their retirement and lifestyle goals and to ensure they have the best possible advice to protect their family’s wealth.

Barbara aims to provide personalised and responsible advice suited to individual client’s objectives and believes that sound advice and planning is the key to improving your financial position.

Qualifications and memberships:
• Graduate Diploma of Financial planning
• Advanced Diploma of Financial Planning
• Diploma of Financial Services
• Member of FAAA (Financial Advice Association Australia)

Outside of work, Barbara enjoys spending time with her family and friends, walking, gardening and reading.

Graduate Diploma of Financial Planning
E: barbara@wealtharchitects.com.au
P: (03) 5480 7855

Locations:

Wealth Architects Echuca
186 Annesley Street,
Echuca VIC 3564

Wealth Architects Swan Hill
260 Campbell Street,
Swan Hill VIC 3585

My Advice Specialties

Ready to start your financial journey with Barbara?

See what our clients say:

I would highly recommend Katrina Robbins and her team to anyone who wants to achieve a secure financial future for themselves and their families. Katrina is dedicated, reliable and knowledgeable. She demonstrates great insights into the Australian and International financial markets. Her financial advice has always been professional, well-considered and evidence-based. I would not have achieved my financial goals without Katrina's expertise and guidance.

We've been dealing with Kim Siauw and his team from Wealth Architects for over 5 years. We've always received excellent service, advice, and communication. Kim and the team always take on board our needs and concerns, and provide excellent explanations and unbiased information. Highly recommended.

We have been dealing with Wealth Architects for many years now and have found Kim and his team to be excellent. Always approachable, great advice and explanations allowing us to improve our portfolio. I have no hesitation in recommending Wealth Architects to look after your financial needs.

Our Advisers

Barbara Kelly

Financial Adviser

Locations:

My Advice Specialties

Personal Risk Insurance

Retirement

Superannuation

Ready to start your financial journey with Barbara?

See what our clients say:

Let's get started.