Kelly McNamara 

SBS Wealth Advice Team Leader

Kelly is passionate about helping people in her community realise their financial goals and achieve independence.

She can help with understanding your current financial position, identifying future goals, and formulating a plan to get you there. Importantly, she is with you on your investment journey, ensuring that your current plan is working and that you are on track to reaching your financial goals.

Kelly has worked in various financial services roles since 2006 and has been with the SBS group for over 18 years. She completed her Level 5 qualification specialising in Investments and Financial Advice in 2017, and has experience working with all types of investors, from young people looking to accumulate future wealth to family trusts and more complex entities like charitable organisations.

She is also a supporter of the Women in Wealth movement and has been a keynote speaker at several events/initiatives. Outside of work, Kelly is a busy mum of 3 children. When she is able to carve out time for herself, she enjoys reading, arts and culture, and learning new skills.

Our Financial Advice Provider Disclosure Statement is available here.