National Manager
Current
Apr 2023 - Present
AeroLeads people directory · profile
Kelly Sullivan Email & Phone Number
National Manager at PSC Connect Life NZ Ltd
at
PSC Connect Life NZ
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
National Manager at PSC Connect Life NZ Ltd
Location
Auckland, Auckland, New Zealand
Who is Kelly Sullivan? Overview
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Quick answer
Kelly Sullivan is listed as National Manager at PSC Connect Life NZ Ltd at PSC Connect Life NZ, based in Auckland, Auckland, New Zealand. AeroLeads shows a matched LinkedIn profile for Kelly Sullivan.
Kelly Sullivan previously worked as National Manager at Psc Connect Life Nz and Authorised Financial Adviser at Trilogy Financial Solutions Nz Ltd. Kelly Sullivan holds Bachelor Of Commerce (Bcom), Double Major - Marketing & International Business from University Of Auckland.
Company email context
Email format at PSC Connect Life NZ
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PSC Connect Life NZ
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Profile bio
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.
Listed skills include Financial Planning, Investments, Portfolio Management, Financial Services, and 17 others.
Current workplace
Kelly Sullivan's current company
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5 roles
Kelly Sullivan work experience
A career timeline built from the work history available for this profile.
Authorised Financial Adviser
Previously branded SW Morris & Associates - our new Investment, Lending & Financial Advice company
Nov 2019 - Dec 2022
Authorised Financial Adviser
Morris & Co Financial Advisers
Apr 2013 - Dec 2022
Paraplanner
Nov 2013 - Apr 2016
Junior Analyst & Settlements Officer
Goldman Henry Capital Management
Jan 2010 - Nov 2013
2 education records
Kelly Sullivan education
Bachelor Of Commerce (Bcom), Double Major - Marketing & International Business
Education record
Epsom Girls Grammar School
FAQ
Frequently asked questions about Kelly Sullivan
Quick answers generated from the profile data available on this page.
What company does Kelly Sullivan work for?
Kelly Sullivan works for PSC Connect Life NZ.
What is Kelly Sullivan's role at PSC Connect Life NZ?
Kelly Sullivan is listed as National Manager at PSC Connect Life NZ Ltd at PSC Connect Life NZ.
Where is Kelly Sullivan based?
Kelly Sullivan is based in Auckland, Auckland, New Zealand while working with PSC Connect Life NZ.
What companies has Kelly Sullivan worked for?
Kelly Sullivan has worked for Psc Connect Life Nz, Trilogy Financial Solutions Nz Ltd, Morris & Co Financial Advisers, S. W Morris & Associates Ltd, and Goldman Henry Capital Management.
How can I contact Kelly Sullivan?
You can use AeroLeads to view verified contact signals for Kelly Sullivan at PSC Connect Life NZ, including work email, phone, and LinkedIn data when available.
What schools did Kelly Sullivan attend?
Kelly Sullivan holds Bachelor Of Commerce (Bcom), Double Major - Marketing & International Business from University Of Auckland.
What skills is Kelly Sullivan known for?
Kelly Sullivan is listed with skills including Financial Planning, Investments, Portfolio Management, Financial Services, Retirement Planning, Wealth Management, Relationship Management, and Business Planning.
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