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Adi McKellar

Associate

Professional Year Candidate supervised by Steven Boyce, Wealth Adviser & Principal

GDipFinPlan


With her vibrant personality and professional expertise, Adi brings an innate ability to build connections. As an Associate, Adi excels in fostering meaningful relationships, firmly believing that the heart of financial planning lies in understanding and aligning with clients’ life goals.

Adi commenced her career with Capital Partners after an extensive history in the financial services industry which included a Women in Finance scholarship. With a degree in Psychology and a diploma in Financial Planning, she’s naturally astute and analytical. Combined with her ability to talk to just about anyone, she has all the traits of a successful adviser in the making.

Outside the office, whether it’s spending time with her dog Hazel, exploring culinary delights with her husband and friends, or embarking on road trips down south, Adi embraces life with enthusiasm. Her love for diverse cultures mirrors her approach to client relations – always engaging, respectful, and open-minded.

 

 

Education & Associations

Bachelor degree in Psychology

Murdoch University

Graduate Diploma in Financial Planning

KAPLAN Professional