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Financial Planner Profile

Name: David Kelly

Qualifications:
Bachelor of Commerce – Melbourne University. Majors in Economics, Accounting, and Commercial Law
Associate – Chartered Accountants Australia and New Zealand – qualified with EY
Fellow – FINSIA
RG146 qualified in the following area:

  • Securities – Personal Advice
  • Managed Investment – Personal Advice
  • Margin Lending – Personal Advice

David works with experts in Superannuation and Insurance and can refer clients to these experts as required.

About David:
David has worked in the investment advisory industry for over 25 years. After qualifying as a Chartered Accountant with leading global accounting firm EY, David joined the firm that is now Merrill Lynch and later worked at Banker Trust as an institutional analyst covering the MTM (Media, Telecommunications and Technology) sectors. In this role, David was Head of Media and Telecommunications Research where he advised major institutional investors and was closely involved in the IPO of Telstra in 1997.

After 2005, David left the institutional advisory industry to establish his own private investment firm in conjunction with boutique investment advisory firm Talbot Partners. David joined privately owned Carnbrea & Co in 2016 and has been offering his tailored investment expertise to the general public since this time.

www.carnbrea.com.au

David is licenced by ASIC to offer investment advice across a broad range of investment sectors including Australia equities, International equities, property trusts and capital guaranteed interest-bearing investments. David has a particular expertise in Australia equities.

David has a friendly relaxed manner and relates easily to clients from all walks of life and investment experience. This varies from his children and their friends who have limited investment experience, to tradies and property developers who want to diversify away from property, to experienced fund managers and business owners and managers who are experts in their field.

David is a good listener and will come up with a solution for you that is consistent with your unique long-term plans and risk profile. David’s focus is always to grow your wealth in the long term while minimising the risk of capital loss. The goal is always to “get rich slowly”.

David has a questionnaire that will help you to evaluate your attitude to risk and the type of investments you feel most comfortable with.

Why Choose Us:
David is a professional investor with a lifetime of experience. After a career advising the “big end of town”, David now manages his own family wealth and the investment portfolios of a small number of family, friends and private clients. David is committed to doing this for decades to come and welcomes new clients to travel this path with him. With David, you will get the same advice that he gives his wife and children.

Our First Meeting:
Please bring a list of your current investments, a statement from your superannuation fund and details of any loans you have including your mortgage – if you have one.

If you think you might want to proceed to open an account after the first appointment, please bring your driver’s licence as we need a certified copy of your photo ID to get the process started. David is qualified to certify documents and can do this on the spot

A little more about me:
David has been married for 30 years and has three children. He is an active servant of community organisations including Elwood Life Saving Club, East Malvern Football Club, and his children’s schools. David enjoys golf, cycling and body surfing.

Financial Planning Services:

  • Investments Management
  • Asset Management

  

  • Wealth Planning
  • Superannuation