Kelly+Partners Wealth Management are pleased to announce the appointment of Shane Hay (view LinkedIn) as Client Director in the wealth management team.
Shane has more than 7 years of experience both in wealth management and client relationship management. He joins Kelly+Partners Wealth Management from a boutique wealth management firm, where he was a Financial Adviser looking after the specific needs of high net worth individuals and families.
Prior to this Shane worked as a Business Development Manager for a Financial Services Research House within wealth management. These roles have provided him with in depth knowledge and experience which allows Shane to provide great advice with a high level of service and execution for our valued clients.
Shane is an avid golfer, sports lover and self-proclaimed wine connoisseur. He enjoys traveling to new places around the world with his wife Rachel.
Kelly+Partners Wealth Management
Our Wealth Management services are designed to help wholesale high net-worth Clients.
Please contact us for a obligation free consultation.
- Wealth Preservation and Creation Strategies
- Asset Allocation Strategies
- Execution of Investment Strategies
- Cash Management and Term Deposits
- Property Investments
- Global Equities (Access to ASX and 14 Global Exchanges)
- Alternatives (Hedge Funds and Private Equity)
- Hybrid Securities
- Fixed Income
- ETFs and LICs