Meet the Queensland team
It’s not just our experience and advice that counts, but the professional and personal relationships we build with you and the satisfaction that comes from seeing our clients actively building and enjoying their financial freedom. We like thinking outside the square, finding innovative solutions and most importantly sharing in your achievements.
Kelly Conley
GradDipFinPlan, AdvDip FS(FP),Cdec
Lead Financial Adviser
Kelly has over 23 years of industry experience with an extensive knowledge of the business and is passionate about working with people and helping them to understand and achieve their long-term financial goals.
Kelly has a thirst for knowledge and prides herself on educating and supporting her clients. Her expertise includes building a strong rapport and getting the right solution for clients at every stage of their financial journey from wealth creation to retirement planning.
Kelly has completed her Graduate Diploma of Financial Planning and FASEA adviser exam. Kelly has extensive experience including being an accredited SMSF specialist and provides holistic advice across the full range of financial advice needs.
Kelly is also an accredited Aged Care Specialist, assisting people both financially and emotionally to care.
Financial Services Guide Part 1
Financial Services Guide Part Two
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Stanford Clark
BA LLB, GradDipFinPlan,
CFP, Dip FP
Senior Financial Adviser
Stanford has over 28 years’ experience in helping people on their journeys to attain their financial and lifestyle goals.
He has well-developed technical, strategic and communication skills. He holds the Certified Financial Planner designation and has completed the Graduate Diploma of Financial Planning and FASEA adviser exam.
He is accredited as a SMSF specialist, and has extensive experience in SMSF strategies, in addition to the full range of financial advice needs.
Stanford is an accredited Aged Care Specialist, assisting people both financially and emotionally transition to care.
His broad knowledge and extensive life experience offers clients an in-depth understanding of their options both during their working life and retirement.
Financial Services Guide Part 1
Financial Services Guide Part 2
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Thalia Ambrose
Dip FP
Client Services Manager
Thalia has recently returned to KFG after a 2 year break and has over 10 years experience in the Financial Services industry.
With a strong background in administration, implementation and insurance, Thalia brings a proactive approach to client interactions, assisting with everything from initial inquiries to ongoing support. She plays a key role in coordinating client meetings, managing follow-ups, and ensuring that every detail is handled with care. With a commitment to excellence and a passion for client satisfaction, Thalia strives to provide a seamless experience that aligns with the high standards set by the Lead Adviser.
Thalia has a Diploma of Financial Services. |
Sandy Treeby
Dip Mgt, HR
Client Services Administrator
Sandy has been a CSA for approaching 3 years and has 13 years’ experience in the finance industry. She has been with KFG since November 2021 based in Brisbane office and enjoys the interactions with our clients on a daily basis.
Sandy has a Diploma of Management and HR and Certificate III in Business. |
