Kelly brings over 15 years of experience in the Financial Planning industry. 10 years working with a boutique financial planning business and the past four years dedicated to leading a nationwide network of financial advisors. She is passionate about helping clients achieve their goals and building long-term, trusted relationships. Outside of work, Kelly enjoys spending time in the Coromandel with her family and spending quality time with her two boys.
Kelly Sullivan
Principal Adviser
(Bcomm, NZCFSL5) FSP489747
Locations
Wealth Architects New Zealand Level 3, 139 Quay Street, Auckland, 1010
My Advice Specialties
Ownership structuring and tax optimisation
Life, TPD, trauma and income protection
Business keyperson insurance
Estate equalisation and family security
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.
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