Kellie Grimsey (Lonton)

Kellie Grimsey (Lonton) Email and Phone Number

Senior Accountant @ Santi Accounting
Gold Coast, QLD, AU
Kellie Grimsey (Lonton)'s Location
Gold Coast, Queensland, Australia, Australia
Kellie Grimsey (Lonton)'s Contact Details

Kellie Grimsey (Lonton) work email

Kellie Grimsey (Lonton) personal email

n/a
About Kellie Grimsey (Lonton)

Kellie Grimsey (Lonton) is a Senior Accountant at Santi Accounting. She possess expertise in superannuation, wealth management, relationship management, financial services, retirement planning and 17 more skills.

Kellie Grimsey (Lonton)'s Current Company Details
Santi Accounting

Santi Accounting

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Senior Accountant
Gold Coast, QLD, AU
Website:
santiaccounting.com.au
Employees:
2
Kellie Grimsey (Lonton) Work Experience Details
  • Santi Accounting
    Senior Accountant
    Santi Accounting
    Gold Coast, Qld, Au
    View
  • Key Wealth
    Financial Advisor
    Key Wealth Sep 2018 - Sep 2023
    Cleveland, Queensland, Australia
  • Profocus Accountants
    Accountant
    Profocus Accountants May 2017 - Sep 2023
  • Key Wealth
    Paraplanner
    Key Wealth May 2017 - Sep 2023
    Cleveland, Queensland, Australia
  • Sunsuper
    Business Development Manager
    Sunsuper Jul 2012 - Dec 2014
    Brisbane, Australia
    In my role I assist employers and associated providers (bookkeepers, accountants ect.) with understanding their superannuation needs, legislative obligations and product and payment options.I also assist employers in putting together a suitable education strategy to help their employees become more engaged with their superannaution.
    View
  • Sunsuper
    Client Relationship Manager
    Sunsuper Jul 2009 - Jun 2012
    As a Client Relationship Manager I was responsible for establishing and building relationships with key employer clients and their employees to maintain Sunsuper’s position as the preferred superannuation provider.Duties included:* Providing Client Relationship Management for a portfolio of high-value employers* Driving employers to utilise e-commerce solutions*Driving Employers to partner with Sunsuper to increase awareness of superannuation in the workplace * Delivering public and workplace education seminars to employers and members.* Generating retirement planning referrals to the advice team* Providing general advice to members where required.
    View
  • Sunsuper
    Client Relationship Officer
    Sunsuper Mar 2007 - Jul 2009
    Brisbane, Australia
    View

Kellie Grimsey (Lonton) Skills

Superannuation Wealth Management Relationship Management Financial Services Retirement Planning Strategic Financial Planning New Business Development Income Protection Business Development Asset Allocation Investments Insurance Banking Risk Management Coaching Investment Strategies Investment Management Alternative Investments Stakeholder Management Investment Advisory Portfolio Management Equities

Kellie Grimsey (Lonton) Education Details

Frequently Asked Questions about Kellie Grimsey (Lonton)

What company does Kellie Grimsey (Lonton) work for?

Kellie Grimsey (Lonton) works for Santi Accounting

What is Kellie Grimsey (Lonton)'s role at the current company?

Kellie Grimsey (Lonton)'s current role is Senior Accountant.

What is Kellie Grimsey (Lonton)'s email address?

Kellie Grimsey (Lonton)'s email address is ke****@****.com.au

What schools did Kellie Grimsey (Lonton) attend?

Kellie Grimsey (Lonton) attended University Of New England (Au), Kaplan Australia, Kaplan Australia, Griffith University, Chartered Accountants Australia And New Zealand.

What are some of Kellie Grimsey (Lonton)'s interests?

Kellie Grimsey (Lonton) has interest in Fitness Instructing, Cycling, Personal Training, Swimming, Travelling And Cooking Courses.

What skills is Kellie Grimsey (Lonton) known for?

Kellie Grimsey (Lonton) has skills like Superannuation, Wealth Management, Relationship Management, Financial Services, Retirement Planning, Strategic Financial Planning, New Business Development, Income Protection, Business Development, Asset Allocation, Investments, Insurance.

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