Finn Kelly is our Chief Investment Officer and co-founder, heading up the Portfolio Management arm of the company, and being the recipient of many professional awards including the prestigious Money Management Fund Manager of the Year award. Finn is driven by the pursuit to influence others to live fulfilling lives that they are in control, free of societal pressures. It is this passion that has driven him to build a business which is game-changing and is focused on helping individuals and businesses determine their values framework and have a positive impact on the world.

  • FAVE QUOTE. You’re only in Vegas once….
  • WE MOMENT. When my friends asked if they could get financial advice from us and I had to say sorry because they did not have millions to invest. They then asked me where they could go and I could not really give them an answer. I realised that no one was providing the right advice to Gen Y so we had to do something about it.
  • PROUD AS PUNCH. Getting the best girl in the world to fall in love with me and marry me.
  • 20 YEAR OLD SELF. Respect your body, take every opportunity to have fun, live and work overseas.
  • EMBARRASSING MOMENT. I don’t really get embarrassed, I accepted from a young age that I was always going to do stupid stuff and it was better just to laugh it off.
  • TALL POPPY MOMENT. When I realised I had cool long blonde hair as a young kid and got the attention of the older students.
  • PERFECT WEEKEND. If overseas, it would just be skiing, and drinking beers afterwards in a hot tub, followed by a nice meal with friends.

    If in Australia, a relaxed dinner on Friday night with Sar, morning cycle followed by a boat party on the harbour, Sunday morning dip in the ocean to wash off the hangover and then spend the afternoon discussing business with Sar.
  • $20 PERFECT DATE Bottle of rosé with some snacks from Maloney Grocers sitting on the beach watching the sunset at Coogee.
  • Australian Young Manager of the Year (2014)
  • Victorian Young Manager of the Year (2014)
  • Hot 30 under 30 winner - Smart Company (2014)
  • The Start Up Daily Young Influential list (2014)
  • Smart Company Hot 30 Under 30 (Winner 2013)
  • Anthil Top 30 under 30 (Winner 2012)
  • Money Management Fund Manager of the Year (Young Achiever) Award (Winner 2012)
  • AFA Excellence in Education Award (National Winner 2011)
  • AFA Rising Star Award (Finalist 2011)
  • AFA Excellence in Education Award (State Winner 2011)
  • Money Management Fund Manager of the Year (Young Achiever) Award (Finalist 2011)
  • AFA Rising Star Award (Nominee 2010)
  • Philanthropy Australia Member (Present)
  • Entrepreneur’s Organisation Member (Present)
  • Bachelor of Science, Maths & Physics (2004)
  • Diploma, Financial Services (Financial Planning) (2009)
  • Specialist Officer Training, Leadership & Management (2005)
  • Bachelor of Science (B.Sc.), Officer Training (2004)