Client Services Manager Financial Planner

Kelli Popowski – Client Services Manager

Joining this business back in 2007, I have filled many roles within Wealth Financial. From various administration roles, book keeper, mortgage broker and now Client Services Manager – it is fair to say I have witnessed many changes within the business and the industry. I enjoy being a part of the ever growing Wealth Financial team.

My highlight over the years here at Wealth Financial is the clients, assisting them through complex requirements and being able to relieve some of the burden, is a fulfilling journey. As Client Services Manager, I enjoy guiding the admin team to providing outstanding service for our clients.

Outside of work, my husband and I have two wonderful children entering their young adult years. We live on a small hobby farm, just outside of Smithton and enjoy lots of farm associated activities with family and friends. Many weekends are taken up watching kids sporting adventures (wouldn’t have it any other way) and just unwinding from the day to day joys of the finance industry.