About Me

Kellie gains energy from 'joining dots' for others, making things happen effortlessly that appear overwhelming. It's an intrinsic talent that draws on her resourcefulness and aligns with her need to nurture.
She's been involved in the financial planning industry since 2002, utilising her broad skill-set in a variety of roles. This has included operating her own successful financial planning practice, and assisting other practices with strategy development, business development, practice management, and process improvement.
She appreciates how vulnerable clients feel entering an advice relationship and she forms trusted relationships with her clients so they can concentrate on their own area of expertise, while outsourcing the complexities of wealth management, protection and transfer to a specialist. Helping her clients with strategic decisions and working with other professionals to ensure a cohesive outcome for clients and their family are her strengths.
Kellie holds a Master of Financial Planning and specialist accreditation in self-managed superannuation funds and aged care.