Jonathon Kelly's Location
Melbourne, VIC, AU
Jonathon Kelly's Work
- Senior Financial Advisor @ SY Wealth Management
- Senior Financial Planner @ WILSONS
- Senior Financial Planner @ Iridium Capital
- Financial Planning Manager @ NAB
Jonathon Kelly's Education
- St Aloysius College1986 - 1996
- Deakin University
Diploma Financial Planning (RG146)
Jonathon Kelly's Skills
- Risk Management
- Wealth Management
- Finance
- Portfolio Management
- Business Strategy
- Relationship Management
- Retail Banking
- Financial Services
- Investments
- Strategic Planning
Jonathon Kelly's Summary
Jonathon Kelly, based in Melbourne, VIC, AU, is currently a Senior Financial Advisor at SY Wealth Management, bringing experience from previous roles at Wilson HTM, Iridium Capital and NAB Private Bank. Jonathon Kelly holds a 1986 - 1996 St Aloysius College. With a robust skill set that includes Risk Management, Wealth Management, Finance, Portfolio Management, Business Strategy and more, Jonathon Kelly contributes valuable insights to the industry. Jonathon Kelly has 1 email on RocketReach.
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