Us

Streamlining our operations and admin processes to elevate your financial journey.

Kellie Ellis

Operations

Get To Know Kellie

After a period of working at management level in retail, Kellie decided to start her career in financial services and took on an apprentice administration position in 2016.

Kellie truly found her passion and flourished in financial services through determination and desire to succeed. Kellie gained a vast array of experience, succeeding all challenges thrown her way and was promoted to Administration Manager and later Operations Manager.

Kellie loves speaking to clients, helping them with the administration of their financial plan and investment portfolio, and is responsible for building and enhancing our processes.

Outside of work, Kellie enjoys long walks in the country with her cocker spaniel, and days out with her three daughters. Kellie loves a busy home and is often entertaining her friends and family.

Contact Us

If you've never worked with a financial planner before, we'll guide you through the process.

If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.