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Showing 1 - 10 of 13 results for "Finn Kelly"

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... are a different ball game. Catering exclusively to Generation Y clients, Wealth Enhancers chief investment officer Finn Kelly doesn't necessarily agree. "From our experience, we have learned that they demand a combination of technology with a human element. ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... advisers joining boutique planning groups. This is the view of Wealth Enhancers co-founder and chief investment officer Finn Kelly. The firm has carved a niche in providing financial advice exclusively to Generation Y and demonstrated how restricting ...

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER  |  FRIDAY, 29 AUG 2014
... Catherine Robson, Affinity Private; David Clark, Clark Pacific Financial Services; Eleanor Dartnall, Dartnall Advisers; Finn Kelly, Wealth Enhancers & WE Private; and PJ Byrne, Mr Insurance. The Semi Finalists for the Practice of the Year Award are ...

Wealth Enhancers appoints investment specialist

HARRY PAGE  |  THURSDAY, 23 JAN 2014
... chance to use her financial knowledge in a different way. Wealth Enhancers was founded in 2009 by Sarah Riegelhuth and Finn Kelly and has a focus on improving gender equality in the financial services industry. Seventy percent of the company's workforce ...

Platforms press on in advice battleground

ALICE URIBE  |  TUESDAY, 9 APR 2013
... administration and operational tasks. "Scalability is always an issue in an off-platform environment," he said. However, Finn Kelly, chief executive of Wealth Enhancers said that in his experience, going off-platform did not always equal higher staffing ...

Admin costs rise four-fold off-platform: research

ALICE URIBE  |  THURSDAY, 28 MAR 2013
... get was less and the key issue was the distraction and the time spent dealing with administrative fires." However, Finn Kelly, chief executive of Wealth Enhancers said that in his experience going off-platform did not always equal higher staffing and ...

Wealth Enhancers boosts team with AFL talent

LAURA MILLAN  |  FRIDAY, 1 MAR 2013
... current captain of the North Melbourne Football Club Andrew Swallow. In a separate announcement, Wealth Enhancers CEO Finn Kelly and managing director Sarah Riegelhuth have been shortlisted to represent Australia in the 2013 G20 Young Entrepreneurs Alliance ...

Wealth Enhancers appoints risk insurance adviser

MARK STORY  |  MONDAY, 22 OCT 2012
... their first dedicated risk insurance adviser. Building on the specialist model the firm has embraced from day one, CEO Finn Kelly said: "Belinda is an excellent addition to the team, bringing with her a depth of experience within the insurance space." ...

Synchron NextGen success firm expands to Sydney

MELANIE TIMBRELL  |  TUESDAY, 14 FEB 2012
... first half of this year, is indicative of a broader expansion of the firm, led by fellow Synchron NextGen graduates Finn Kelly and Sarah Riegelhuth. "Our longer term goal is to be recognized as Australia's premier boutique private wealth management firm ...

Unlocking the door to adviser education

RACHEL DAVIS  |  TUESDAY, 25 OCT 2011
... confirmed that our industry is in safe hands with the quality of advisers coming through." This year's award went to Finn Kelly, the 26 year old chief executive and founder of Victorian based financial advisers, Wealth Enhancers. Accepting his award ...
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