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Adviser Profile

Danielle Kelly

SWA Financial Planning

Danielle has a long history at SWA Financial Planning first joining the firm in 1996. Alongside holding a Bachelor of Commerce (Accountancy & Management) and Diploma of Financial Planning she is qualified as a CPA Financial Planning Specialist and a CFP. As a senior financial adviser, Danielle provides comprehensive financial planning advice to new and existing SWA clients.

Specialities

  • Superannuation
  • Pensions and Retirement Planning
  • Wealth Creation
  • Aged Care Advice
  • Centrelink Advice
  • Direct Equities
  • Self-Managed Super Funds
  • Insurance

Indicative fee

Advice is provided on a fee for service basis. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance. Danielle can provide advice on an ongoing basis or on a one-off basis depending on the client’s needs / preferences.

Address

Level 1, 166 Keira Street, Wollongong NSW 2500

Office Hours

Monday to Friday: 9:00am - 5:00pm.



Danielle Kelly is a representative of Symes Warne & Associates Pty Ltd AFSL No. 241 050 ABN 25 002 495 098 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.