David Ward
Director
David has spent all his working career working within the finance industry.
Immediately after leaving school he joined the National Australia Bank, where a good understanding of the banking system was learnt. Two years in he was looking for more variation and was able to secure his first job in lending. He has since remained in the lending field since 1985, working through several finance companies and banks, gaining experience in all types of lending, but particularly business lending, being responsible for large volume targets along the way.
An opportunity arose to join Kelly’s Finance Group in 1998 and he has remained here since. He became an owner/director in 2013 and continues to see the business flourish and win awards within the industry.
David gained his Diploma of Finance and Mortgage Broking Management in 2014 and became a Credit Licence holder at the same time.
He is very proud of how the business operates today and the reputation it has gained through plain hard work.
Email | david@kellysfinancegroup.com.au
Phone | (02) 4952 3988
Mobile | 0414 306 187
Paul Long
Director
Paul joined Kelly’s Commercial Finance in April 2013 as a Director. He has 28 years of finance and banking experience and also holds a Diploma of Finance and Mortgage Broking Management.
With a penchant for helping small business operators and agricultural clients combined with a long history of financing the transport industry, he is passionate about finding the right solution for their individual clients. Paul relishes being able to travel and meet Kelly’s clients to enable the right finance package to be prepared on their behalf.
Paul and wife Rachel own and operate a boutique Speckle Park Cattle Stud in Maitland NSW.
Email | paul@kellysfinancegroup.com.au
Phone | (02) 4952 3988
Mobile | 0409 044 685
Dan Gilbert
Property Finance Specialist
“Property is a Finance Game” says Dan Gilbert and after 20 years in Real Estate helping 1500+ clients sell their homes, he decided to join the finance industry in 2021 to better serve his clients and in particular help every day Australians build wealth through property.
Offering a unique set of skills and wealth of knowledge, Dan understands the entire property purchasing process with experience as a Buyer’s Agent, Real Estate Agent, Renovator/Developer and remains a keen property investor, all of which compliment his ability to share his wisdom and best assist Kellys clients with their personal property journey.
A country boy at heart, Dan was born in Singleton where he spent most of his junior years before boarding at St Josephs College, Hunters Hill, returning home for a few years then settling into Lake Macquarie with his wife and 3 boys.
With a large established network throughout Newcastle, Lake Macquarie and the Hunter Valley, Dan is regularly travelling up and down the express way and is ready to help you to achieve your property goals.
Email | dan@kellysfinancegroup.com.au
Mobile | 0437 621022
Ben Ward
Asset Finance Specialist
Ben joined Kelly’s in December 2020, having always shown a keen interest in money and finance, and when the opportunity arose to join the business he jumped at the chance.
Ben brings a hands-on background as a qualified electrician to his role as an Asset Finance Specialist at Kelly’s Finance Group. This practical industry experience gives him unique insight into the equipment and finance needs of tradies, contractors, and business owners.
Ben holds a Certificate IV in Financial Services and a strong focus on client relationships, working closely with clients to secure tailored finance solutions for vehicles, machinery, and other essential business assets. He prides himself on making the finance process simple, efficient, and transparent, with quick turnaround times and clear communication every step of the way.
Email: ben@kellysfinancegroup.com.au
Mobile: 0423 327619
Peter Edwards
PROPERTY FINANCE SPECIALIST
Peter joined Kelly’s Finance Group in 2016 as a Home Loan Specialist and has nine years’ experience in the finance industry.
Peter is a strong supporter in the firms’ philosophy in establishing long-term client relationships. This is achieved by engaging with every client and providing the client the opportunity to better their current financial position to help secure their future financial freedom.
Peter holds a Diploma of Finance and Mortgage Broking Management.
Email | peter@kellysfinancegroup.com.au
Phone | (02) 4952 3988
Mobile | 0410 543 350
Belinda Thompson
BROKER LENDING ASSISTANT
Belinda joined Kelly’s Finance Group in 2014 and has over 13 years’ experience working for in the Finance Industry.
Belinda holds a Cert IV in Finance and Mortgage broking.
Email | belinda@kellysfinancegroup.com.au
Phone | (02) 4952 3988
Sharon O'Driscoll
Broker Lending Assistant
Sharon has been with Kelly’s since February 2016. She currently holds a Certificate IV in Mortgage Broking and has more than 25 years’ experience in the real estate (conveyancing) field.
Prior to joining Kelly’s, Sharon was employed as a Certificate IV Bookkeeper. In this role she was required to attend to the bookkeeping requirements of many businesses, which included data entry, preparation and lodgement of Business Activity Statements, Instalment Activity Statements and Superannuation, using various software, such as MYOB and Xero, whilst ensuring that the required information was lodged prior to its due dates.
Prior to that and in my first full time employment role, Sharon worked as a Clerk at a law firm in Cessnock for over 25 years, which involved working in the areas of conveyancing, deceased estates, litigation, family law, civil and criminal law, as well as assisting in the preparation of Wills, Powers of Attorney and Guardianship documentation.
Sharon’s experience has proven invaluable to assist with the growth of Kelly’s.
Email | sharon@kellysfinancegroup.com.au
Phone | (02) 4952 3988
Vicki Anderson
FINANCE SPECIALIST
Vicki joined Kelly’s in 2021 and has worked in the finance industry for in excess of 30 years having historically worked previously for several finance companies. She has a vast knowledge of lending and credit policies and assists in the smooth operations of our property division of our business.