Meet the Queensland team
It’s not just our experience and advice that counts, but the professional and personal relationships we build with you and the satisfaction that comes from seeing our clients actively building and enjoying their financial freedom. We like thinking outside the square, finding innovative solutions and most importantly sharing in your achievements.
Nicole Stuart
BAppMgt, Adv Dip FS (FP)
National Client & Compliance Manager
Nicole has over 25 years’ experience in the financial advice industry including: administration, paraplanning, financial advising, technical, compliance and team management.
Nicole is responsible for compliance and implementing streamlined systems and processes to ensure the Group’s clients receive a consistent, professional and stress free experience across every part of the business.
Nicole holds a Bachelor of Applied Management; Advanced Diploma of Leadership & Management, an Advanced Diploma of Financial Planning and a Masters of Neuro Linguistic Programming. |
Stanford Clark
BA LLB, GradDipFinPlan,
CFP, Dip FP
Senior Financial Adviser
Stanford has over 28 years’ experience in helping people on their journeys to attain their financial and lifestyle goals.
He has well-developed technical, strategic and communication skills. He holds the Certified Financial Planner designation and has completed the Graduate Diploma of Financial Planning and FASEA adviser exam.
He is accredited as a SMSF specialist, and has extensive experience in SMSF strategies, in addition to the full range of financial advice needs.
Stanford is an accredited Aged Care Specialist, assisting people both financially and emotionally transition to care.
His broad knowledge and extensive life experience offers clients an in-depth understanding of their options both during their working life and retirement.
Financial Services Guide Part 1
Financial Services Guide Part 2
|
Kelly Conley
GradDipFinPlan, AdvDip FS(FP),Cdec
Lead Financial Adviser
Kelly has over 23 years of industry experience with an extensive knowledge of the business and is passionate about working with people and helping them to understand and achieve their long-term financial goals.
Kelly has a thirst for knowledge and prides herself on educating and supporting her clients. Her expertise includes building a strong rapport and getting the right solution for clients at every stage of their financial journey from wealth creation to retirement planning.
Kelly has completed her Graduate Diploma of Financial Planning and FASEA adviser exam. Kelly has extensive experience including being an accredited SMSF specialist and provides holistic advice across the full range of financial advice needs.
Kelly is also an accredited Aged Care Specialist, assisting people both financially and emotionally to care.
Financial Services Guide Part 1
Financial Services Guide Part Two
|
Sandy Tre eby
Dip Mgt, HR
Client Services Administrator
Sandy has been a CSA for approaching 3 years and has 13 years’ experience in the finance industry. She has been with KFG since November 2021 based in Brisbane office and enjoys the interactions with our clients on a daily basis.
Sandy has a Diploma of Management and HR and Certificate III in Business. |
Mia Rickards
Client Service Manager
Mia has joined our team as a Client Service Manager to support our Lead Adviser, Kelly Conley.
Playing a key role in the planning process allows Mia to undertake the necessary research and analysis to support the advice we provide, and to ensure our recommendations are the best possible solution for our clients.
Outside of work, Mia is a busy wife and mother to her two four legged children. |
|
