Kellie is a partner/executive director in the Investment Advisory practice of Pitcher Partners Melbourne, which advises on funds under management in excess of $4 billion. She joined the firm in 2001, gaining experience prior to this with the superannuation consultancy firm, Towers Perrin.
Kellie is responsible for providing financial planning, investment advisory, investment management and portfolio administration services to private clients, family groups, personal superannuation funds and not-for-profit organisations.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
