Kelly Sullivan Email and Phone Number
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.
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National ManagerPsc Connect Life Nz Apr 2023 - PresentAuckland, New Zealand -
Authorised Financial AdviserTrilogy Financial Solutions Nz Ltd Nov 2019 - Dec 2022Newmarket, AucklandPreviously branded SW Morris & Associates - our new Investment, Lending & Financial Advice company -
Authorised Financial AdviserMorris & Co Financial Advisers Apr 2013 - Dec 2022
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ParaplannerS. W Morris & Associates Ltd Nov 2013 - Apr 2016 -
Junior Analyst & Settlements OfficerGoldman Henry Capital Management Jan 2010 - Nov 2013
Kelly Sullivan Skills
Kelly Sullivan Education Details
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Double Major - Marketing & International Business -
Epsom Girls Grammar School
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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