Kellie Tesolin

Retirestrong Pty Ltd

Gold
16 Yrs Experience
Coorparoo, QLD 4151
I’m passionate about helping people before and after retirement with their financial needs. This includes strategic retirement planning, wealth creation, financial protection and retirement income. My experience with Centrelink is extensive as I assist clients with claims, paperwork, changes and any questions they have. I tailor specific advice to each client in their best interest and educate clients in everyday language on their individual strategies and the impact of relevant legislative changes. Building trusting, long-term relationships with my clients and ensuring they have peace of mind in retirement, is what I enjoy.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Retirestrong Pty Ltd

57 Capella Street
Coorparoo, QLD 4151

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Best advisor! Always knows how to help me save money. Thanks Kel x"

  • Superannuation
  • Aged Care
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Aged Care
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2013

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2021

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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