Trustees Private Wealth Member

Kelley O'Dwyer

Head of Client Experience & Family Office

PGDip, FinPlanning. Reg FA. 

Kelley joined the Trustees Private Wealth team at Trustees Executors in April 2020 as the National Business Development and Service Manager. In 2022 she was appointed as Head of Client Experience and Family Office for the Private Wealth team.
  
Kelley has been in the Financial Services industry for many years and has led teams in both the Wealth Management and Estate Administration areas.  
 
Building trusted relationships with clients, and providing high-quality advice, is a priority for Kelley. She is committed to ensuring that the wishes of our clients are carried out both during their lifetime and in passing.
 
As the world changes, Kelley strongly believes that taking a planned approach to our financial futures is key.