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.