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
- 2004 -now Certfied Financial Planner and Director and Business Owner @
- 2018 -2019 Board Member @ ampfpa
- 2016 -2018 Board Member @ The Pat Cronin Foundation
- 2001 -2002 Senior Product Manager @
- 1998 -2000 Product Manager @
- 1985 -1998 Product Manager @
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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