Kellie Yates

Kellie is a dedicated paraplanner with 9 years of experience supporting financial advisers in delivering comprehensive, client-focused financial strategies. With a keen eye for detail and a passion for problem-solving, Kellie ensures that all financial plans are thoroughly evaluated and aligned with clients’ needs to achieve their long-term goals.

Away from work Kellie likes to stay active and can usually be found hiking in the wilderness or working hard in the gym to become stronger through powerlifting.