Kellie Davidson


Partner - Investment Advisory Services

Investment Advisory Services

   +613 8610 5334

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Professional Background

Clients gain the very best professional advice and support possible when they partner with Kellie to provide investment and financial services.

They know their financial security is in safe hands and that as a superannuation specialist, Kellie understands all the fine detail of the rules and regulations surrounding superannuation and how to maximise its value as a wealth creation tool.

Industry Experience

  • Not for Profits
  • Superannuation

Memberships & Qualifications

  • Bachelor of Arts/Economics (Latrobe University)
  • Certified Financial Planner (Financial Planning Association)
  • Diploma of Financial Planning (Financial Planning Association)

Services & Specialisations

Family Office Management

Family Office Management

When wealth accumulates in a family and is passed on through one generation to another, th...

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Investment Advisory Services

Investment Advisory Services

The investment advice and wealth management market is a difficult one to negotiate. There ...

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