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Kelly Sullivan
National Manager at PSC Connect Life NZ
Kelly Sullivan is a seasoned financial professional with 1 year 3 months of experience as National Manager at PSC Connect Life NZ, complemented by 9 years 9 months of experience in various roles at Trilogy Financial Solutions NZ Ltd, Morris & Co Financial Advisers, S. W Morris & Associates Ltd, and Goldman Henry Capital Management.
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Location
Auckland, Auckland, New Zealand, NZ
Bio
Generated by
Topline AI
Kelly Sullivan is a seasoned financial professional with extensive experience in the industry. Currently, she serves as National Manager at PSC Connect Life NZ, a role she has held since April 2023. Previously, Kelly worked as an Authorised Financial Adviser at Trilogy Financial Solutions NZ Ltd, Morris & Co Financial Advisers, S. W Morris & Associates Ltd, and Goldman Henry Capital Management. She holds a Bachelor of Commerce (BCom) degree from the University of Auckland, where she graduated in 2014. Kelly is proficient in multiple languages, including English. Her skills include financial analysis, investment advice, and leadership.
Credentials
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Authorised Financial Adviser
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Bachelor of Commerce
The University of Auckland
Experience
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PSC Connect Life NZ
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Auckland, New Zealand
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National Manager
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Apr 2023 - Present
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Auckland, New Zealand
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Trilogy Financial Solutions NZ Ltd
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Newmarket, Auckland
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Authorised Financial Adviser
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Nov 2019 - Dec 2022
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Newmarket, Auckland
Previously branded SW Morris & Associates - our new Investment, Lending & Financial Advice company
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Authorised Financial Adviser
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Apr 2013 - Dec 2022
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Paraplanner
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Nov 2013 - Apr 2016
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Junior Analyst & Settlements Officer
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Jan 2010 - Nov 2013
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Education
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2011 - 2014University of Auckland
Bachelor of Commerce (BCom), Double Major - Marketing & International Business -
2006 - 2010
Epsom Girls Grammar School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Insurance”
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