Thao Le

Client Manager at Kelly+Partners Private Wealth - Sydney, New South Wales, Australia

Thao Le's Colleagues at Kelly+Partners Private Wealth
Will Cfp

Investment & Insurance Adviser (Wholesale)

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Trent Doughty

Head of Private Wealth

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Kim Lim

Client Director

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Thao Le's Contact Details
HQ
Location
Australia
Company
Kelly+Partners Private Wealth
Thao Le's Company Details
Kelly+Partners Private Wealth logo, Kelly+Partners Private Wealth contact details

Kelly+Partners Private Wealth

Sydney, New South Wales, Australia • 6 Employees
Financial Services

Kelly+Partners Wealth Management was founded by bringing together a cohesive team of experienced professionals from wealth management, asset management, family office and accounting backgrounds to form a boutique private wealth office. The firm is a partnership in philosophy and structure.Kelly+Partners is an integrated financial services firm, providing private wealth management, finance and tax solutions for accomplished high net worth individuals, businesses, family groups, family offices, SMSF, Not-for-Profits and Foundations. We help our clients manage their entire financial universe and assist in taking control of and preserving their wealth.Our service is personal, attentive and transparent.Our business revolves around a careful selection of clients and is limited to the number and type of matters we undertake. Determined to be the best, not the biggest.

Details about Kelly+Partners Private Wealth
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Thao Le currently works for Kelly+Partners Private Wealth.
Thao Le's role at Kelly+Partners Private Wealth is Client Manager.
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Thao Le works in the Financial Services industry.
Thao Le's colleagues at Kelly+Partners Private Wealth are Will Cfp, Aaron Miller, Trent Doughty, Kim Lim, Phuong Le and others.
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