Stewart Kelly

Stewart Kelly, Cert PFS

Client Portfolio Executive

 

Stewart has the Certificate in Financial Planning qualification and acts as Client Portfolio Executive within the Turris team.

 

Prior to joining Turris, Stewart spent 16 years as a fully qualified adviser providing a full range of advice to his clients.  Stewart also has 10 years experience of working in a Head Office environment for a major financial services company.  This background provides Stewart with an ideal platform from which to administer our Client Portfolios.

 

Stewart conducts all of his business dealings in accordance with the Turris internal Code of Conduct and Ethics.

 

Stewart says:  "When I joined Turris, I was very impressed with the comprehensive and detailed planning approach undertaken on behalf of clients.  However, perhaps more important was the desire and ability to "see things through the clients' eyes."  This helps to explain the "plain English" reporting style adopted by Turris.  In terms of infrastructure, clearly a lot of thought and effort has gone into the building of the Turris systems and procedures.  This helps enormously to ensure the smooth running of the Client Portfolios."

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