Kellie commenced employment with the firm in August 1994 as a Payroll clerk and bookkeeper. Shortly after commencing, the firm started a Financial Planning division and Kellie expanded her job role to include Financial Planning Assistant. With that came our first internet connection and we had one Microsoft computer. As the years progressed Kellie's role included working as a Client Manager and completing Tax & GST work, Financial Planning Assistant which included studying & achieving a Diploma in Financial Services. As the firm grew, Kellie also took on a role in IT. The firm has grown quite considerably over the years and in 2004, Kellie took on the fulltime position of IT & Systems Manager. Kellie now oversees the maintenance of the firms hardware, maintains our website and social media as well as designing new systems & implementing new software & training.
Kellie enjoys the wonderful surroundings of Cobram and spending time with her friends and family.