Kellie Davidson

Melbourne

Partner - Investment Advisory Services

Investment Advisory Services

   03 8610 5334

    View LinkedIn Profile

Get in touch

Professional Background

Clients gain the very best professional advice and support possible when they partner with Kellie to provide investment and financial services.

They know their financial security is in safe hands and that as a superannuation specialist, Kellie understands all the fine detail of the rules and regulations surrounding superannuation and how to maximise its value as a wealth creation tool.

Industry Experience

  • Not for Profits
  • Superannuation

Memberships & Qualifications

  • Bachelor of Arts/Economics (Latrobe University)
  • Certified Financial Planner (Financial Planning Association)
  • Diploma of Financial Planning (Financial Planning Association)

Services & Specialisations

Family Office Management

Family Office Management

When wealth accumulates in a family and is passed on through one generation to another, th...

Discover More
Investment Advisory Services

Investment Advisory Services

The investment advice and wealth management market is a difficult one to negotiate. There ...

Discover More

 Back to People

 

Top of Page







IN THIS SECTION:


Rob Southwell

Sydney

Managing Partner and Partner – Private Clients Group


> View profile

John Brazzale

Melbourne

Partner and National Chairman


> View profile

Bryan Hughes

Perth

Chairman


> View profile

Michael Minter

Newcastle

Managing Partner


> View profile

Tom Verco

Adelaide

Managing Principal


> View profile

Ross Walker

Brisbane

> View profile



Partnership fraud

SUCCESS

Paperwork and independent advice saves partnerships from fraud

Discover more

Kia Ora Horse Stud

CASE STUDY

Pitcher Partners fills a Financial Manager gap to keep the business on track

Discover more

Fuel Injection Company Administration

LEADERSHIP

A fuel injection company began life as an Australian public company before being acquired by a UK publicly listed company while in the research and development stage of a “green...

Discover more



@PitcherPartner PP Melb for on why most directors aren't paid enough for the risks they confront… https://t.co/OcRaijn9G6