Kellie has been a Certified Financial Planner since 2002 and in the Financial Planning Profession since 1990. Kellie worked with several financial planning companies over many years and joined RetireInvest/RI Advice in 2002 where she worked for 14 years. Kellie and Cesar established UP Financial Planners in 2017 to provide financial advice and support to their clients on the Sunshine Coast and Moreton Bay.
Kellie provides strategic advice and support to her clients to help them understand their goals (both financial and personal) and provide them with friendly, caring and supportive advice.
“I like to use my knowledge of all financial planning processes to help my clients achieve their goals and provide them with the freedom to enjoy their lives.”
Kellie has a Diploma of Financial Planning along with the Internationally recognised Certified Financial PlannerTM or CFP ® qualification from the Financial Planning Association of Australia (FPA). She is also a Commissioner of Declarations.
Kellie is married to Brett with two boys, James and Liam and they have lived on the Sunshine Coast for over 20 years. The boys both play sport and go to their local schools in Caloundra. Kellie is also a member of the HTK Anglican Church at Kawana and helps run the youth group and Sunday school programs. “It is important to me to be involved with my church family and to teach our children that to be of service to others is one of the greatest gifts that our Creator has given us and that we should show love to all people in our community and our world.”
Kellie’s advisor profile can be downloaded here.