Kellie Tesolin
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Kellie Tesolin is an ASIC-registered financial adviser dedicated to helping individuals and families in Coorparoo, QLD, achieve their financial goals. With a strong foundation built on extensive education and experience, Kellie holds the prestigious Fellow Chartered Financial Practitioner (FChFP) designation from the AFA (awarded in 2013) and has further enhanced her expertise with a Graduate Diploma of Financial Planning (2020) and a Master of Financial Planning (2021), both from Kaplan. Her commitment to ethical practice is underscored by her completion of Ethics and Professionalism in Financial Advice training (Kaplan, 2019). Authorised to provide advice on a comprehensive range of financial products, Kellie can assist you with superannuation, insurance, wealth management and retirement planning. She is also qualified to advise on Investment Life Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring you receive well-rounded and tailored strategies. • Superannuation advice to maximise your retirement savings • Comprehensive insurance solutions to protect your assets and loved ones • Strategic wealth management for long-term financial security • Tailored retirement planning to ensure a comfortable future Kellie is passionate about empowering her clients with the knowledge and tools they need to make informed financial decisions. Let Kellie guide you on your path to financial well-being. Contact Kellie today to schedule a consultation.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Kellie Tesolin offer?
Kellie Tesolin provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Kellie Tesolin's qualifications?
Kellie Tesolin is a Fellow Chartered Financial Practitioner (FChFP) and holds a Graduate Diploma of Financial Planning and a Master of Financial Planning from Kaplan. She has also completed Ethics and Professionalism in Financial Advice training.
What can I expect during my first consultation with Kellie?
During your first consultation, Kellie will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then explain how she can help you achieve your objectives and outline the next steps in the advice process.
How does Kellie Tesolin stay up-to-date with changes in the financial industry?
Kellie is committed to ongoing professional development and regularly attends industry events and training sessions to stay informed about the latest changes in legislation, regulations, and investment strategies.
What is the process for becoming a client of Kellie Tesolin?
The process typically involves an initial consultation, followed by the development of a tailored financial plan. Once the plan is agreed upon, Kellie will assist you with implementing the recommendations and provide ongoing support and review.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.