Tony Kelly

Tony Kelly is an experienced financial professional currently serving as a Manager in Advice Support at Forsyth Barr Limited since December 2020, where responsibilities include supporting Investment Advisers with regulated retail client advice and managing team performance. Prior to this role, Tony was the Manager of Financial Planning at Westpac New Zealand Limited from October 2015 to December 2020, overseeing a team of Senior Financial Plan Writers and facilitating the onboarding of Executive Financial Advisers. Tony also held the position of Team Leader in Financial Planning at Westpac from January 2014 to September 2015. Tony holds a Graduate Diploma in Business Studies with a focus on Personal Financial Planning from Massey University and a Bachelor of Arts in Economics from Victoria University of Wellington.