My mission is to facilitate the financial growth and security of my clients. With many years in the industry, expertise in investment strategies, and a passion for direct customer solutions and teamwork, the focus is on providing bespoke wealth management solutions.I offer strong strategy development, with a robust commitment to detail and exceptional client service. I specialised in providing financial stability of those nearing retirement, ensuring a smoother transition into their next chapter.
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Wealth Solutions PartnerFindexCoffs Harbour, Nsw, Au
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Wealth Solutions PartnerFindex Sep 2024 - PresentNorthern Nsw -
Senior Financial PlannerWisdom Wealth Services Jan 2024 - PresentCoffs Harbour, AustraliaHelping my clients to grow and protect their wealth and own their tomorrow. -
Civil Marriage CelebrantCeremonies By Kellie Jul 2011 - PresentCoffs Harbour, AustraliaIn addition to my professional life, I'm also a marriage celebrant. If you're looking for a celebrant in the Coffs Harbour area who is a comfortable public speaker, professional but also will have some fun on your wedding day, then contact me. -
Senior Financial PlannerAware Super Jul 2019 - Nov 2023Coffs Harbour, New South Wales, Australia -
Authorised RepresentativeBridges Financial Services Dec 2016 - May 2019Coffs Harbour, Australia -
Business/Branch Financial PlannerCommonwealth Bank Mar 2012 - Jul 2016North Coast NswHelping people make their dreams come true and reach their independence day. I can help you with growing your wealth to make your dreams come true, and protect your assets along the way for the just in case of the , "it'll never happen to me" happening. -
ManagerWestpac Banking Corporation 2011 - Mar 2012Nsw
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Business Development ManagerBt Financial Group 2009 - 2011North Coast, Nsw -
Business Development ManagerShannons Insurance Jan 2004 - Oct 2009Coffs Harbour, Australia
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Account Executive - Vic GovtTelstra 1999 - 2002Melbourne
Kellie Pearce Education Details
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Graduate Diploma Financial Planning (In Progress) -
Applied Business -
Mentor EducationAdvanced Diploma Financial Planning -
Padua College
Frequently Asked Questions about Kellie Pearce
What company does Kellie Pearce work for?
Kellie Pearce works for Findex
What is Kellie Pearce's role at the current company?
Kellie Pearce's current role is Wealth Solutions Partner.
What schools did Kellie Pearce attend?
Kellie Pearce attended Kaplan Professional, Swinburne University Of Technology, Mentor Education, Padua College.
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Kellie Pearce
Sales At Dicker Data, Passionate About Bringing Joy And Looking After CustomersFigtree, Nsw3expressdata.com.au, expressdata.com, dickerdata.com.au -
2unsw.edu.au, agilent.com -
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