5-Star vacations without the 5-Star budget
23rd June 2025
Ryan Kelly CFP®
Managing Director
Since 2014, Ryan has helped guide the firm’s evolution into a trusted name in financial advice. He holds a Graduate Diploma in Financial Planning and brings expertise in superannuation, insurance, estate planning, and advanced strategies involving trusts and SMSFs.
With a business degree earned in the U.S. on a baseball scholarship, Ryan blends analytical thinking with a team-oriented approach.
He’s passionate about helping clients gain clarity and confidence in their financial future.
Outside of work, he enjoys fitness, travel, and time with his wife Jen and their three boys.