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.
- Not for Profits
Memberships & Qualifications
- Bachelor of Arts/Economics (Latrobe University)
- Certified Financial Planner (Financial Planning Association)
- Diploma of Financial Planning (Financial Planning Association)
Services & Specialisations
When wealth accumulates in a family and is passed on through one generation to another, th...Discover More
Back to People
The investment advice and wealth management market is a difficult one to negotiate. There ...Discover More