Kelly Wealth

31/05/2026

Meet Angela (Ang)

Angela Stewart is a Client Services Officer who plays a key role in supporting both clients and advisers across the financial advice process. She assists with the preparation and implementation of advice, manages client documentation, and helps ensure requests and follow‑ups are handled efficiently and accurately.

She genuinely enjoys interacting with clients and values building ongoing relationships, particularly keeping up to date with clients’ stories and adventures as they move through and beyond retirement.

She takes pride in contributing to a smooth client experience and enjoys creating a positive, collaborative team environment. While focused and results‑driven, Angela also believes that having fun in the office helps foster strong teamwork and productivity.

Outside of work, Angela enjoys the outdoors, travelling, and spending quality time with friends and family.

25/05/2026

Meet Haydn van Nek - Operations Manager

Haydn is the Operations Manager at Kelly Wealth, supporting advisers by ensuring advice is delivered efficiently, compliantly, and with a high standard of care. His primary responsibility is working closely with financial advisers to streamline processes, enhance client experiences, and support the delivery of high quality financial advice. Haydn specialises in adviser support, with a strong focus on operational effectiveness, workflow improvement, and continuous refinement of internal systems.

Haydn holds a Graduate Certificate in Business Administration and is currently completing his Master of Business Administration, strengthening both his strategic and people-focused leadership capability.

At Kelly Wealth, Haydn has played a vital role in operational and cultural growth, contributing to the firm’s nomination for People Management and Client Service awards at the 2022 Cairns Business Excellence Awards, and being Finalists in the National Independent Financial Adviser awards. Haydn has also been named as one of the 17 Young Professionals helping to shape Cairns’ Future in the JCU: James Cook University, Australia and Cairns Chamber of Commerce 2026 Emerging Leaders Program.

Outside of work, Haydn enjoys creative pursuits such as pottery, caring for his aquatic fish setups, and unwinding with post-apocalyptic shows and movies. He is also actively involved in charity initiatives and advocacy for inclusive workplaces.

Haydn’s mantra is to experiment with confidence. “Try the thing, push the button, and see what new opportunity it unlocks.”

18/05/2026

Meet Shang Noel - Paraplanner

Shang is our Paraplanner who plays a key role in supporting advisers and the broader team in delivering high-quality, client-focused financial advice.

In this role, Shang is responsible for preparing tailored Statements of Advice, conducting detailed research and analysis, and ensuring all recommendations are accurate, compliant, and aligned with each client’s needs and goals. Working closely with advisers, associates, and Client Services Officers, Shang helps ensure a smooth and efficient advice process from strategy development through implementation.

With five years of experience in the financial planning industry, Shang brings strong technical expertise and attention to detail. She holds a Bachelor’s degree in Mass Communication from the University of the Philippines Cebu and have completed an Advanced Diploma in Paraplanning to further strengthen her financial planning industry knowledge.

Shang values continuous learning and approaches her work with diligence, integrity, and collaboration. She believes that clear communication and interest in learning and development are essential in delivering quality outcomes and supporting the firm’s commitment to excellent client service.

Outside of work, Shang enjoys baking, journaling, and spending time with family. She also stays connected to her creative roots through involvement in independent film projects and video creation.

15/05/2026

Today we wear Purple.💜

Purple Shirt Friday is a reminder to stand together against domestic and family violence. By raising awareness and starting conversations, we help break the silence and support those who may be struggling.

13/05/2026

Big Changes in recent Federal Budget.

A quick update for your here but you can also take a look here for more detail.

https://www.kellywealth.com.au/2026/05/13/the-federal-budget-may-2026/

11/05/2026

Meet Samantha - Client Services Officer

Samantha Lam is a Client Services Officer at Kelly Wealth, where she supports advisers and operations staff across a wide range of functions. Her role encompasses client appointments, compliance support, research, marketing initiatives, social media, newsletter creation, and the delivery of seamless and positive client experiences.

Known for her clear communication and strong attention to detail, Samantha takes pride in helping ensure that both internal processes and client interactions run smoothly and efficiently.

With over 15 years of experience across hospitality and hotel management, Samantha brings a deeply service driven and adaptable approach to financial services. She spent more than eight years working in fine dining at leading Melbourne institutions before progressing into hotel management for a further seven years. These experiences shaped her appreciation for operational precision, relationship building, and consistently high standards of service.

Samantha holds a Bachelor of Graphic Design, has completed studies in Hospitality Business Management, and is formally qualified in Commercial Cooking & Pastry, reflecting a unique blend of creative and organisational strengths.

Outside of work, she is a proud full time foster mother and serves as Publicity Officer for the Cairns Potters Club. Her professional philosophy is grounded in empathy, attentive communication, and thoughtful detail. These are values she believes are essential to strong operations and meaningful, lasting client relationships.”

09/05/2026

At Kelly Wealth, we understand that planning for the future isn’t just about numbers. It’s about honoring the people who shape our lives. So this Mother’s Day, we thank you for the security you build with your hugs, your wisdom, and your strength.

🩷 Happy Mothers Day 💐

07/05/2026

At Kelly Wealth, we believe great retirements don’t just happen. They’re carefully planned.

The question is… are you preparing for more than just your finances?

04/05/2026

Meet Jasmine - Accounts Manager / Administrator

Jasmine Cerutti is our Accounts Manager, working behind the scenes in an administrative and accounting capacity to support the Directors and Operations Manager. Her role is central to the smooth running of the practice, ensuring that the financial and administrative functions operate efficiently so the advisory team can focus on delivering the best outcomes for clients.

Born and bred in Cairns, Jasmine completed her Bachelor of Commerce at James Cook University in 1999 and subsequently earned her Certified Practising Accountant (CPA) qualification through CPA Australia. With over 25 years' experience in the profession, she brings a depth of knowledge built across a diverse career spanning public practice, the not-for-profit sector and private enterprise. That breadth of exposure has given her a well-rounded perspective and a practical, solutions-oriented approach to the demands of practice management.

Jasmine's attention to detail, strong organisational skills and calm, reliable presence makes her an invaluable part of the Kelly Wealth team.

Outside the office, Jasmine enjoys getting away with the family, bushwalking, heading out to the reef when the weather allows, and the occasional spot of fishing.

01/05/2026