William Kelly

Wealth Solutions Partner


Since joining the financial industry in 2017, William has developed expertise in investments, retirement strategies, personal risk insurance, and estate planning. Working with individuals and families, he is passionate about helping his clients improve their financial position.

By taking the time to understand their goals and lifestyle aspirations, William is able to develop comprehensive strategies based on his clients’ unique circumstances, helping them achieve a more secure financial future.

My Specialities

Wealth Management
Office Location
Findex Geelong
Level 2/235, Ryrie Street
Geelong, VIC 3220
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