Kellie Robertson Email & Phone Number
Non Executive Director @ Orygen
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Kellie Robertson Location
- Sydney, NSW, AU
Kellie Robertson Work
- 2025 -now Non Executive Director @
- 2022 -now Family Office Consultant @
- 2022 -now Founder @ Family Office Your Way by Kellie Robertson Wealth
- 2021 -now Mentor @
- 2023 -2024 Family Office Consultant @ BWC
- 2022 -2023 Chief Development Director @
- 2022 -2023 Volunteer Mentor @
- 2021 -2021 Head of Business Bank Private Wealth NSW, VIC and QLD @
- 2016 -2020 Head of Private Wealth QLD @
- 2009 -2016 Director Private Bank @
- 1993 -2009 Associate Director Private Bank @
Kellie Robertson Education
- Australian Institute of Business
Executive MBA (Entrepreneurship/Entrepreneurial Studies)
2021-2025 - Australian Institute of Company Directors
Company Directors Course
2017 - Kaplan
Diploma of Financial Services (Wealth Management)
1999-2002 - University of Technology, Sydney
Bachelor of Commerce (B.Com.) (Commerce)
1992-1995 - AGSM University of NSW
Making Strategy Happen
Kellie Robertson Skills
- Banking
- Superannuation
- Portfolio Management
- Financial Risk
- Stakeholder Management
- Wealth Management
- Credit Risk
- Risk Management
- Retail Banking
- Credit
- Investment Banking
- Commercial Banking
- Derivatives
- Loans
- Investments
- Credit Analysis
- Mortgage Lending
- Relationship Management
- Equities
- Financial Markets
- Private Banking
- Financial Services
- Commercial Lending
- Strategy
- Business Strategy
- Management
- Finance
- Asset Management
- Financial Planning
- Financial Analysis
Kellie Robertson Summary
- Kellie Robertson, based in Sydney, NSW, AU, is currently a Non Executive Director at Orygen. Kellie Robertson brings experience from previous roles at HFO Capital, Family Office Your Way by Kellie Robertson Wealth, Minerva Network and BWC. Kellie Robertson holds a 2021 - 2025 Executive MBA in Entrepreneurship/Entrepreneurial Studies @ Australian Institute of Business. With a robust skill set that includes Banking, Superannuation, Portfolio Management, Financial Risk, Stakeholder Management and more. Kellie Robertson has 1 emails and 1 mobile phone numbers on RocketReach.
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Kellie Robertson
Coordinator
Moorebank, NSW, AU
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