David Kelsey Email & Phone Number
Certfied Financial Planner and Director and Business Owner @ Tailored Lifetime Solutions Pty Ltd
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David Kelsey Location
- Melbourne, VIC, AU
David Kelsey Work
- Certfied Financial Planner and Director and Business Owner @ (January 2004 - Present)
- Board Member @ ampfpa (January 2018 - November 2019)
- Board Member @ The Pat Cronin Foundation (May 2016 - November 2018)
- Senior Product Manager @ (January 2001 - January 2002)
- Product Manager @ (January 1998 - January 2000)
- Product Manager @ (January 1985 - January 1998)
David Kelsey Education
- Marist Brothers 1977-1980
David Kelsey Skills
- Superannuation
- Wealth
- Pensions
- Small Business
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Retirement
- Insurance
- Income Protection
- Mortgage Lending
- Term Life Insurance
- Financial Planners
- Financial Services
- Investments
- Separately Managed Accounts
- Product Development
- Business Analysis
- Project Management
David Kelsey Summary
- David Kelsey, based in Melbourne, VIC, AU, is currently a Certfied Financial Planner and Director and Business Owner at Tailored Lifetime Solutions Pty Ltd. David Kelsey brings experience from previous roles at ampfpa, The Pat Cronin Foundation, Zurich Financial Services Australia and Colonial First State. David Kelsey holds a 1977 - 1980 Marist Brothers. With a robust skill set that includes Superannuation, Wealth, Pensions, Small Business, Wealth Management and more. David Kelsey has 1 emails on RocketReach.
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