Kelly Huang

Kelly Huang is a dedicated financial professional with significant experience in client services, currently serving as a Client Services Manager at Strategic Wealth Management since March 2023. Prior roles include similar positions at Fifteen Hundred Financial Strategists and M MT Financial Planning, alongside a strong foundation in client service from tenures at Brady & Associates Financial Advisers and Multiforte Financial Services. Kelly's early career includes roles as a Paralegal, Waitress, Office Assistant, and Cashier, showcasing a diverse skill set. Educational qualifications include a Bachelor of Commerce (BCom) in Financial Planning from the University of Wollongong, a Diploma in Business Administration from TAFE NSW, and ongoing professional development through a Diploma in Financial Planning and Estate Planning at Kaplan Professional.