Kelly started with CFB in 2017 having previously worked in a similar roles. Kelly is a vital part of the CFB team who brings great professionalism and a positive attitude.
- CDiploma of Financial Planning through Kaplan – completed in 2013
WHEN did you start with CFB?
I started with CFB in February 2017
WHAT are your duties at CFB?
I am responsible for providing client and adviser support by co-ordinating and processing documentation required to implement strategies.
WHAT have you done professionally that you are proud of?
I took a secondment to work on a project to enhance an online superannuation administration and payment solution for employers, and rolled out system, training to staff and employers.
WHAT are you passionate about outside of work?
I love spending time with my family and friends. I love being outdoors, hiking and exploring the world around me.
Kelly and her fiance