Profile Financial Services has appointed Kelly Lindsell as a senior financial planner in its Parramatta office. She is joining a team that is supporting clients in Western Sydney and the firm’s country clients in Mudgee and Dubbo.
Kelly started her financial planning career in 1993 at Deloitte Touche Tohmatsu. In 2000, Kelly started her own financial planning practice in Parramatta. By 2010 her practice had been acquired by a larger planning firm and she worked with them until joining Profile this year.
“We are delighted that Kelly has joined our growing team and brings such deep experience of the planning process. Kelly shares our interest in objectives based investing and, like us, believes that this approach can produce superior retirement outcomes for clients,” said Sarah Abood, CEO of Profile Financial Services.
Previously Kelly was a senior planner with PSK and earlier had worked for Godfrey Pembroke.
Ms Lindsell has a Diploma in Financial Planning from Deakin University and is a CFP. She also has a Commerce degree from the University of Western Sydney.
Sarah Abood
Chief Executive Officer
Profile Financial Services
Tel: 02 9683 6422
Mob: 0488 239 466
sarah@profileservices.com.au
www.profileservices.com.au