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Profile - Kelly Fullston

 
Kelly Fullston
Authorised Representative
 
 
41 Fairway Street
Narrogin WA 6312
 
 
Tel:(08) 9881 9882
Fax: (08) 9881 9800
Mob: 0427 081 817
 
 
PO Box 420
Narrogin WA  6312
 
 
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 279030

Kelly has been involved in the financial services industry for over 10 years, both with Elders and in regional banking.    As such, she has had experience in a wide range of services, particularly in rural services and has lived in Narrogin for over 16 years.  Kelly has a Diploma of Financial Planning through Deakin University. 

As an Authorised Representative, Kelly believes in helping her clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. She achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions

 

Services

Kelly is authorised to provide a wide range of facilities to you, including:  

  • Investment Planning
  • Wealth Accumulation Advice
  • Risk Planning Management
  • Superannuation Advice
  • Retirement Planning Advice
  • Business or Farm Succession
  • Estate Planning
  • Centrelink (Social Security) Advice
  • Tax Efficient Strategies

 

Important Information
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

Elders Financial Planning Pty Ltd. AFSL 224645
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
 

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