Team

In many financial services firms you will have one specific advisor who looks after your situation and provides you advice over a range of areas. At KLI you get our complete team, combining a variety of expertise to help you achieve your financial goals. The team members at KLI come from a diverse range of backgrounds within the business and finance industries.

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Kelly Louise

Managing Director

Kelly is an award winning financial planner and accountant with over 10 years experience in the industry. Kelly prides herself on being able to come up with high-performing strategies...

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Colin Sia

Financial Advisor

Although he is the quietest member of the team, do not let Colin’s soft spoken demeanour fool you. Fluent in multiple languages and a whiz with numbers...

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Paul Burns

Financial Advisor

An avid market enthusiast and long term trader, Paul comes to us with a wealth of experience in economics, structure and planning. Having spent time studying and working in Canada...

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Lee Hallums

Mortgage Broker

Lee is a mortgage broker with over 15 years of experience in the finance industry, predominantly within the banking sector. His wealth of mortgage and finance knowledge...