Senior planner joins Profile Financial Services
Profile Financial Services has appointed Kelly Lindsell as a senior financial planner in its Parramatta office, where she would support clients in Western Sydney, Mudgee and Dubbo.
Lindsell worked at Deloitte Touche Tohmatsu before starting her own practice in 2000, which was acquired by a larger planning firm a decade later.
She has been a senior planner with PSK and Godfrey Pembroke, and holds a Diploma in Financial Planning from Deakin University.
CEO Sarah Abood said Lindsell would bring deep experience of the planning process, and her understanding of the firm’s interest in objectives-based investing was ideal.
AUTHOR
Anastasia Santoreneos
Recommended for you
Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires.
AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.
Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.
Firetrail Investments has confirmed the departure of four executives over the last quarter, including head of investment strategy Anthony Doyle.
