Meet the team

Kelly Lindsell

Bcom (economics and Finance), Dip FP, CFP
Senior Financial Adviser

Kelly joined Profile in July 2018 as Senior Financial Planner – having started her Financial Planning career in 1993 at Deloitte Touche Tohmatsu, whilst completing her Bachelor of Commerce. After a relatively short stint with MLC in a Corporate role, Kelly longed to get back to working directly with clients and in 1995 joined a boutique Financial Planning firm in Sydney.

In 2000, Kelly started her own Financial Planning practice in Parramatta, where she was able to build a successful business focussed on building sincere personal relationships with her clients, many of whom she regards as friends today. In 2010 the business was purchased by Strategic Wealth Solutions and Kelly continued in her role until July 2018.

Over the course of her career to date, Kelly has achieved her Degree in Commerce (majoring in Economics and Finance) from the University of Western Sydney, completed the Diploma of Financial Planning from Deakin University and attained the professional designation of Certified Financial Planner in 1999. Kelly has been an active member of the Financial Planning Association since 1994.

Kelly is happily married with two children and lives in Kellyville. Family is central to Kelly who is engaged in many activities along with her husband and children. Kelly has enjoyed many volunteer positions over the years and is currently the Secretary of the National Water Ski Racing Association Region V Australia. Kelly enjoys many social activities and loves to spend time with family and friends at Lake Conjola, on the South Coast of NSW.

Get to know me…

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What's your coffee order?

Long Black with a dash of cold skim milk.
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Do you support a sports team?

Parramatta Eels – I am a long suffering but loyal supporter.
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Do you enjoy any sports or hobbies?

Water ski racing and water skiing with family – this is an adrenaline based sport but one that we do as a family with other families for whom we have known for much of our lives. Competition is fierce and takes focus and an ability to face your fears. Socially, skiing with friends and family is one of my greatest enjoyments.
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What was your first investment?

A small portfolio of shares that I managed and learned what to do and what not to do with.
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What’s the best advice you’ve ever been given?

You can only fail in effort.
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What’s your favourite meal to cook?

Slow cooked devilled lamb, with mashed potatoes, broccolini and snow peas.