Kelli-Anne Smith

Kelli-Anne is an Adviser Support at Coastal Advice Group’s Brighton office. She has previously held titles such as Senior Paraplanner, Servicing Planner, and Adviser Assistant. She first joined the industry as a Paraplanner/Adviser Assistant in Perth in 2001.  

Her career in the financial planning industry, spanning 23 years, is marked by her dedication to supporting financial advisers in servicing their clients. She finds her daily work rewarding due to its diverse and ever-changing nature. Her favorite aspect of her career is helping advisers to focus on client relationships by alleviating their workload. Kel values a great team environment and the trust to get on with her job as key to professional success. 

Outside work, she finds joy in spiritual development, working with crystals, Reiki, and meditation. Kel and her family cherish their time spent gardening and camping with their camper trailer. Kel and her partner Stephen share a passion for cooking, particularly a low and slow BBQ. 

Some interesting facts about Kel:  

• She served in the Royal Australian Airforce from 1996 to 2000 as a Clerk, achieving top marks in shooting during recruit training.  
• Kel has flown in the Pilatus PC-9/A 2FTS Thunderbird formation. 
• She has experienced lying in the sarcophagus in the King’s Chamber of the Great Pyramid in Egypt. 

Indeed, Kel is a dedicated and experienced professional who brings much knowledge and passion for helping others to her role at Coastal Advice Group. Her commitment to making life easier for both financial advisers and clients makes her an invaluable asset to the team.