Our Team

Aidan Kelly

Senior Financial Adviser


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About

Aidan is a Senior Financial Adviser at Montara Wealth. His role is focused on achieving positive outcomes for clients through strategic advice.

Aidan has strong technical background. He prides himself on his ability to communicate technical information in an easy to understand manner when developing strategies with his clients. Aidan is extremely experienced in the areas of cash flow management, superannuation, wealth building, family protection and retirement planning.

Aidan is authorised to give personal financial advice under the Spectrum Wealth Advisers Pty Ltd (Australian Financial Services Licence number 334400). His ASIC Authorised Representative identification number is 001243370.

What is Aidan’s experience?

Before joining Montara Wealth, Aidan was a Senior Financial Adviser at RFE Group working with clients and mentoring other financial advisors. As part of his role, Aidan developed strategic relationships with numrous accounting firms, whom he worked closely with to develop positive outcomes for their clients.

Previous to RFE Group, Aidan worked in the UK for one of the worlds largest financial institutions -Royal Bank of Scotland Group . In this role he was responsible for servicing and managing relationships with both private clients and small businesses. Aidan gained a strong knowledge of the financial markets and systems, including the UK pension system.

Seeing clients succeed financially and emotionally through strategic advice drives Aidan’s financial planning passion. He helps his clients make informed financial and lifestyle decisions through collaborative strategic advice. Aidan has been a key note speaker at numerous seminars covering topics including wealth building through property and shares, superannuation and retirement planning.

In his spare time, Aidan enjoys an active lifestyle playing sport, previously representing at a state and national level for numerous team sports. As a triplet, Aidan loves to spend time with his family and particularly his young nephew. Aidan also enjoys travelling, a good meal out with friends and maybe a glass or two of red!

What is Aidan’s education?

Aidan has completed the Advanced Diploma of Financial Planning, holds a Diploma in Business and Commerce, is an accredited Self-Managed Superannuation Fund and Margin Lending Adviser. Through his work in the UK, Aidan completed numerous UK advice qualifications and is currently studying towards his Master of Financial Planning.

How is Aidan authorised to provide advice?

Aidan is authorised by Spectrum Wealth Advisers Pty Ltd to provide you with advice on any products and strategies. His role is to outline strategies personalised to each client, and then with the assistance of the Montara Wealth team, help clients implement their strategy for the best long-term results

How is Aidan paid?

Aidan is an employee of Montara Wealth Pty Ltd and receives a salary plus a bonus based on performance.

Fees

All fees are paid to Montara Wealth Pty Ltd. If personal advice is provided to you, specific details of fees or commissions will be outlined in the Statement of Advice and can be requested at any time. We have a transparent fee structure to give our customers confidence that they are getting value for money.

You can contact David at:
Email: akelly@montarawealth.com.au
Phone: 02 8330 3733

meet the team

Montara Wealth Suite 1, Level 6, 309 George Street, Sydney

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