Kelly Sullivan

Kelly Sullivan Email and Phone Number

National Manager at PSC Connect Life NZ Ltd @ PSC Connect Life NZ
Kelly Sullivan's Location
Auckland, Auckland, New Zealand, New Zealand
About Kelly Sullivan

I have worked in the financial services industry for more than 10 years providing Financial Advice to clients in the personal, business and group/employee benefit space. Key advice areas include: - Personal & Business Risk Management- Group Insurance / Employee Benefits Previous advice areas also included:- Investment Planning- Mortgage Brokerage & Advice (residential lending)- KiwiSaver Advice - Retirement Planning - Cash Management Planning- General assessment & review of personal financial goals Setting goals with clients and helping them reach them whether it be buying a first home, assisting families financially when they need it most or reaching a comfortable retirement is what drives my advice and what I love about what I do.Alongside providing Financial Advice I have thoroughly enjoyed leading and managing a team and helping my colleagues work to their full potential.

Kelly Sullivan's Current Company Details
PSC Connect Life NZ

Psc Connect Life Nz

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National Manager at PSC Connect Life NZ Ltd
Kelly Sullivan Work Experience Details
  • Psc Connect Life Nz
    National Manager
    Psc Connect Life Nz Apr 2023 - Present
    Auckland, New Zealand
  • Trilogy Financial Solutions Nz Ltd
    Authorised Financial Adviser
    Trilogy Financial Solutions Nz Ltd Nov 2019 - Dec 2022
    Newmarket, Auckland
    Previously branded SW Morris & Associates - our new Investment, Lending & Financial Advice company
  • Morris & Co Financial Advisers
    Authorised Financial Adviser
    Morris & Co Financial Advisers Apr 2013 - Dec 2022
  • S. W Morris & Associates Ltd
    Paraplanner
    S. W Morris & Associates Ltd Nov 2013 - Apr 2016
  • Goldman Henry Capital Management
    Junior Analyst & Settlements Officer
    Goldman Henry Capital Management Jan 2010 - Nov 2013

Kelly Sullivan Skills

Financial Planning Investments Portfolio Management Financial Services Retirement Planning Wealth Management Relationship Management Business Planning Marketing Strategy Mortgage Lending Insurance Investment Advisory Financial Analysis Office Administration Investment Strategies Financial Goals Investment Advisory Services Brokerage Cash Management Investment Management Management

Kelly Sullivan Education Details

Frequently Asked Questions about Kelly Sullivan

What company does Kelly Sullivan work for?

Kelly Sullivan works for Psc Connect Life Nz

What is Kelly Sullivan's role at the current company?

Kelly Sullivan's current role is National Manager at PSC Connect Life NZ Ltd.

What schools did Kelly Sullivan attend?

Kelly Sullivan attended University Of Auckland, Epsom Girls Grammar School.

What skills is Kelly Sullivan known for?

Kelly Sullivan has skills like Financial Planning, Investments, Portfolio Management, Financial Services, Retirement Planning, Wealth Management, Relationship Management, Business Planning, Marketing Strategy, Mortgage Lending, Insurance, Investment Advisory.

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