Kelly Greenaway

GradDipFPDirector / Financial Adviser

Kelly has been in the financial services industry since 2012, completing her financial planning education to become an adviser in 2017. Kelly’s previous roles in local government, tourism, library and heritage management has given her a strong foundation in research, management and strategy development.

On a day-to-day basis, her focus is on achieving the vision of our business – which is uncompromising high quality client-first advice. Kelly loves getting to know her clients fully and developing clear strategies to get them from where they are now to where they want to be. Whether that’s having flexibility around work or retiring earlier, making sure they are financially okay should the worst happen, or simply having the peace of mind knowing they are doing everything possible to reach their goals.

Kelly was born, and has always lived, in Geraldton. She understands the challenges local people face and appreciates the amazing opportunities (and lifestyle) living in Geraldton brings.

Kelly Greenaway is an authorised representative (1256040) of Sentry Advice Pty. Ltd (AFSL 227748)

Jennifer Aldrick

GradDipFPParaplanner / Senior Technical Officer

Jennifer lived in Wongan Hills until she was 10 and then moved to Geraldton. She completed Year 12 at Geraldton Senior College and went on to study her Diploma of Community Services and Youth work before coming over to join the team in 2010. She has since worked her way through completing her Graduate Diploma of Financial Planning.

Jennifer is married with three beautiful daughters. Jennifer strives to be friendly and approachable with no question or task too big. Jennifer works mainly in the background managing enquiries, keeping our system up to date and developing our compliance documents. Jennifer adds value to our client’s life with her strategy work and works on our client delivery process as part of her role. Jennifer handles administrative, compliance and other supportive tasks for our financial planners.