Kim is an Operations Director at Kelly+Partners Private Wealth

Kim has more than 15 years of experience both in wealth management operations and client management. Kim joins Kelly+Partners Wealth Management from BT Financial Group, where she was Manager of the Private Wealth Markets operations team. Here she oversaw the overall operations and investment settlement process for the private client business. Prior to this she held senior operational and client management roles with Commonwealth Bank Securities and Optiver. Those roles provided her with in depth knowledge and experience which allows her to provide a high level of service and execution for our valued clients.