Kelly Wealth Services Appoints New Financial Advisor As FoFA Gathers Momentum

Sept. 12, 2013 - PRLog -- Cerutti has over 10 years’ experience in the financial services industry, including six years providing direct equities advice in a stockbroking role.

He specialises in investments, wealth management, direct equities, superannuation, self-managed super funds, wealth protection, personal insurance and retirement planning.

KWS principal Brent Kelly believed Cerutti’s experience would be invaluable as the industry continued to undergo significant reform under the Future of Financial Advice (FoFA).

FoFA, which became mandatory in July this year, has seen the phasing out of all commission based and trail based investments in an effort to improve the trust and confidence of Australian retail investors in the financial planning sector.

“At KWS our focus has always been on client outcomes and ensuring they achieve their financial and retirement goals.

“Given Cerutti’s background and understanding of the different sectors in the industry, he is a natural fit for our team,” he added.

Kelly said it had always been the aim of KWS to provide unbiased and objective advice, with costs only based on time spent with the client.

“At KWS we are not aligned to one super and fund. We can advise on self-managed super funds, most managed funds and products out there as well as industry super funds that meet a certain quality rating. We can also lend money and have access to almost all lenders in Australia.”

It was these reasons that led Cerutti to KWS. “Since Storm and other investment organisations like WestPoint, the trust of professional financial planners has dimished.

“Yet firms like KWS, which have always done the right thing by clients and helped them through difficult periods like the global financial crisis, are impacted by this poor public image,” Cerutti said.

“We are hopeful FoFA will help restore this image. Financial acumen is very low in Australia and the need for proper unbiased financial advice to help people retire in comfort is becoming incredibly important.”

Kelly said he was looking forward to officially welcoming Cerutti at a special educational seminar, which is being offered free of charge to clients as well as members of the public interested in learning more about super on October 3rd.

“We are finding more and more people are confused about super. This factual and non-biased seminar will give a simple overview of super, as well as useful information on fee structure benefits and pros and cons of all types of super such as industry, retail, corporate, wholesale and DIY and self managed super.”

Presenting will be Brent Kelly with Rod Jackson as the guest speaker.

ENDS

EVENT INFORMATION

Your Life, Your Retirement, Your Super Questions Answered.

Which to choose - Self- managed / Retail / Wholesale / Industry.

A simple and unbiased overview of features, benefits, and average costs.

Date: Thursday 3^rd October
Time: 5:45 pm
Cost: Free - seats limited must RSVP.
Contact: 07 4041 2055

Description: Confused about super or what super to use? Disillusioned with the whole industry, not sure who to trust? Just want value for money with security and peace of mind to know you can retire when and how you want? This seminar will answer your questions and offer simple, factual advice on super.

For more information contact:

Brent Kelly
Principal of KWS
P 4041 2055
E brent@kellywealth.com.au
W www.kellywealth.com.au

For media enquiries contact:

Tanya Snelling
Strategic PR
P 0417 202 663
E tanya@strategicpr.com.au

About KWS:Offering high quality, unbiased financial planning service that sought exceptional outcomes for clients while providing value for money has always been the goal of KWS founder Brent Kelly. He wanted clients for life and to help them through all of life’s financial challenges and successes. KWS Services is dedicated to ensuring clients receive the best advice for their circumstance. Brent’s philosophy, one that is shared by every member of KWS team, is to build long-term trust with clients in order to provide strategic advice to help them weather the storm when the economy takes a beating and ride the waves of growth as they come. As an Authorised Representative of Magnitude Group, KWS also has access to the industry’s best technical research and support in all areas of finance and financial planning. This is backed by an exceptional investment research team to ensure all investments offered are transparent and of a consistently high standard.

About Brent Cerutti: Brent Cerutti made the move from Ingham to Cairns in 2000 after completing a Bachelor of Management at James Cook University, Townsville. With over 10 years’ experience in the financial services industry, including six years providing direct equities advice in a stockbroking role, Brent has a breadth of knowledge to help his clients make the right financial choices suitable to their circumstances. In addition to his degree, Brent has completed an Advanced Diploma of Financial Services and is an ASX accredited equities and derivatives adviser. He is also a SMSF accredited adviser and a member of the Financial Planning Association of Australia.