Kellie Grimsey (Lonton) Email and Phone Number
Kellie Grimsey (Lonton) work email
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Kellie Grimsey (Lonton) personal email
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.
Santi Accounting
View- Website:
- santiaccounting.com.au
- Employees:
- 2
-
Senior AccountantSanti AccountingGold Coast, Qld, Au -
Financial AdvisorKey Wealth Sep 2018 - Sep 2023Cleveland, Queensland, Australia
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AccountantProfocus Accountants May 2017 - Sep 2023
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ParaplannerKey Wealth May 2017 - Sep 2023Cleveland, Queensland, Australia
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Business Development ManagerSunsuper Jul 2012 - Dec 2014Brisbane, AustraliaIn 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. -
Client Relationship ManagerSunsuper Jul 2009 - Jun 2012As 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. -
Client Relationship OfficerSunsuper Mar 2007 - Jul 2009Brisbane, Australia
Kellie Grimsey (Lonton) Skills
Kellie Grimsey (Lonton) Education Details
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Accounting -
Kaplan AustraliaFinancial Planning -
Kaplan AustraliaDiploma Of Financial Services (Financial Planning) -
Human Resource Management And Occupational Health And Safety
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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