Kelly Roche

Insurance Claims Advice

Gold
13 Yrs Experience
Buderim, QLD 4556

Insurance Claims Advice

9 Bridalveil Ct
Buderim, QLD 4556

At a glance

  • Adviser status Gold
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

After an initial consultation, we will ask for a $500 research fee to allow us to put some strategy options together. We will then meet again to determine how much it will cost to finalise and implement the strategy. Plan fees start from $990 but can be offset if product commissions are received.

Licensed by

Australian Mortgage And Financial Advisers Pty Ltd

AFSL 389206