THE STORY

JOHNNY LY

Johnny became a Financial Planner in May 2010. Prior to this, Johnny worked in the IT industry for 6 years. He  worked as a consultant for a large Accounting Software company where he would install and conduct training sessions for Accounting practices as part of implementation. One of the Accounting firms were so impressed with Johnny’s knowledge and communication skills that he was offered a role as an Accountant. However, Johnny was not an Accountant and had no interest in being one. Instead Johnny had personal interests in wealth creation as he would often observe and invest in the Australian Share market. The Accounting Firm was thrilled about this as they were looking to establish a Financial Services offering to complement their existing Accounting and Audit business. Johnny was offered the role of Financial Planner if he was interested but would have to devote time and effort into becoming qualified. Sure enough, Johnny took on the challenge and completed his Diploma of Financial Services (Financial Planning) in a short space of time. 

When Johnny became a Financial Planner in May 2010, he was so intrigued by what he had learned from the Diploma course that his desire to work with clients and help them achieve their goals only grew further. So, without hesitation Johnny studied and completed his Advanced Diploma of Financial Services in the first year of practice. By June 2013, Johnny completed the internationally recognised Certified Financial Planner (CFP®) designation which has a minimum 3 years’ experience requirement.  

Johnny has worked as a Financial Planner for a number of different Financial Services firms, including Fiducian Financial Services where he was awarded the “Most Promising Financial Planner (2013-2014)” and HSBC Bank Australia where he received the “Highest Advice Quality (2015)” recognition.

Johnny speaks fluent Cantonese and is also a registered Justice of the Peace (N.S.W.).



THE STORY

BRETT KELLY

Family is important to Brett and it is through family circumstances changing and a well-timed introduction to Johnny via a mutual friend that Brett finds himself at WealthSpirit having taken the step from being an employee to self-employed.

Whilst making this jump is a tough one for anyone, the rapid development of an understanding between he and Johnny in the early stages of discussions which identified not only do they both have similar values but their skills and past experiences can greatly complement each other and their clients which made the decision to jump that much easier.

Brett has worked in the financial services industry for over 18 years having commenced his financial services career as a General Insurance broker filling various roles to support the various divisions within the company he was in as required, before opportunity presented itself to take the step into the world of Financial Planning and further satisfy his want to help people.

It is his background in providing tailored financial plans to individuals and their family along with tailored solutions to small, medium and large sized business, coupled with the wide-ranging professional partner network Brett brings to WealthSpirit and its clients that can allow the business really take the next step in providing a complete solution to its clients.

Outside of his love of spending time with his wife and daughter, Brett has a great love of watching all sport and especially going out and playing golf.



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CONTACT

Johnny Ly
Director and Financial Adviser

 PO Box 5007
North Rocks  NSW  2151


Brett Kelly
Senior Financial Adviser

Office Address (below)

  Suite 23/5-7 Inglewood Pl
Baulkham Hills  NSW  2153

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Johnny Ly, Brett Kelly and JC Ly Pty Ltd t/as Wealth Spirit are Authorised Representatives of Synchron AFS Licence No 243313.
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate for your needs, and where appropriate, seek professional advice from a financial adviser.

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