Live the Life

you Aspire to…

Aspiri Financial Services Pty Ltd
a connectus wealth company

Welcome to Aspiri

Our driving passion is to see our clients have a better and more exceptional lifestyle. Our desire is to facilitate and enable this to actually occur in reality. We believe you will find helpful information within the website but would encourage you to contact us if we can assist you in any way. We would love you to find more about our team, our passions and how we can help you.

Our Passion

We are a boutique financial planning business and are passionate about providing proactive service and advice to our clients.

  • Gavin Kelly
    Financial Adviser

    “I have always been passionate about what I do.”

    Early on in my married life, my wife was diagnosed with Thyroid cancer at the relatively young age of 29. I am pleased to say that Sharon is now cancer free, healthy, happy and the most wonderful mother to our two beautiful daughters.

    As a result of this experience, I changed my perception on life. I focused on the things we wanted to do, the things we wanted to see and the people we could share our journey with. I started building lifelong relationships with like-minded people! This not only occurred in my personal life, but also in my business life.

    I am very fortunate in that, I not only love my role as being a trusted adviser to my clients in all things financial but I also get to share all my ideas and passion for improving their lives. This might start with removing financial burdens but then evolves to encouraging them to live, to travel, to do all the things they have always dreamed of doing. There is no better satisfaction for me, than seeing them live their lives to the full.

    Professional Background

    Gavin is a Director and Founder of Aspiri Financial Services Pty Ltd and has been practising as a Financial Adviser and Chartered Accountant since 1994.

    Prior to establishing Aspiri Financial Services, Gavin was an Executive Shareholder/Partner and Financial Adviser with the Wilson HTM Investment Group Limited and Chartered Accountant with Johnston Rorke, Chartered Accountants.

    Gavin has twice been awarded Financial Adviser of the Year with the Securitor Financial Group Limited, which has over 600 Financial Advisers nationwide.

    He specialises in sophisticated, financial planning strategies including superannuation, self managed superannuation funds, managed and direct share investments, gearing and Wealth Protection including personal risk insurance advice.  Gavin utilises his Chartered Accounting and extensive Financial Planning experience to provide clients with superior financial strategies, thereby maximising their wealth creation and lifestyle opportunities.

    Gavin’s qualifications include:

    CA – Member of the Institute of Chartered Accountants of Australia

    B.Com – Bachelor of Commerce, University of Queensland

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  • Leigh Smith
    Financial Adviser

    “I love helping clients improve their lifestyle and achieve their life goals”

    Going through school I had dreamed of being a professional footballer and I knew it was going to be a tough gig to crack with so many other people wanting that same dream. If I couldn’t make it as a professional footballer I had my heart set on being a physiotherapist working with a professional sports team and travelling the world with them.

    As I got into my early 20’s, I found my interests led me in a different direction as I developed a love for numbers, investments and wealth creation. Over time, this bloomed into a career in financial advice.

    I particularly enjoy helping my clients attain their Life goals and feel I am more a personal finance and life coach to them than anything else. To me, there is nothing more personally rewarding and fulfilling than seeing them improve their lifestyle and achieve their goals on the back of the guidance and assistance I have provided over many years.

    I am married to Karlie and have three beautiful girls Mia, Ivy and Zara plus a family dog, named Locky (after the famous Queensland footballer)!  All in all, I love being a father and life is very interesting and entertaining, especially watching my three girls growing up!

    Professional Background

    Leigh is a Financial Adviser at Aspiri Financial Services Pty Ltd and has been practising as a Financial Adviser and Certified Practicing Accountant (CPA) since 2009.

    Prior to joining Aspiri, he has worked in financial advisory, stock broking and accounting firms providing a very strong, disciplined background in finance and wealth management.

    Prior to working in financial services, Leigh worked as an accountant in the Qld State Government and overseas, with London Overground Rail.

    He specialises in sophisticated, holistic planning strategies including superannuation, self managed superannuation funds, managed and direct share investments, gearing and Wealth Protection including personal risk insurance advice, debt management and personal cash flow strategies.  Leigh understands the importance of financial decisions today and how it will impact your financial future tomorrow.

    Leigh’s qualifications include:

    MBus – Masters of Business (Personal Financial Planning), University of Southern Qld.

    Tax Financial Adviser – Taxation Practitioner Board Registered.

    CPA – Member of the Certified Practicing Accountants of Australia

    B.Com – Bachelor of Commerce, Griffith University

    SMSF Specialisation – Cavendish Superannuation via Adelaide University

    Cert. IV Finance & Mortgage Broking

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Passion

is to provide our Clients with an Exceptional Lifestyle that others only Aspire to

Empowerment

We believe Life is a journey where it’s all too easy to get caught up in the day-to-day. At Aspiri, we encourage and Empower our clients to not only chase their dreams, but to start living them

Trust

At Aspiri, you can be Confident that you have a Trusted Adviser that will not only proactively manage your financial strategies and investments, but we will be there to guide you through all of life’s challenges.

In Pursuit of Building Great Lifestyles

We want our Clients to enjoy their life and family and have a great lifestyle – free from financial responsibilities, burden and administration.

News & Insights from Aspiri

Check our blog for the latest in news, economy, technology & more

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