Practice Principal and Senior Financial Planner.
Kellie is a financial planner with over 14 years’ experience working with clients to deliver professional and personalised advice solutions.
Kellie specialises in superannuation including retirement planning, rollovers, Aged Care and Income Streams and Managed Investments. Her expertise extends to providing cost-effective options for all types of personal and business risk cover. If you are just focused on investing, Kellie can review your portfolio to ensure your asset allocation and investment strategy are on track to help achieve your financial goals.