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Home > Teams > Kellie Ryan

Xplan Experience Manager

Kellie Ryan

DipFS(FP)

Geelong

Kellie Ryan is the Xplan Experience Manager at Apt Wealth Partners. Since first commencing with Apt in 2008, Kellie has held numerous roles, including Client Services Manager and Financial Planner & Operations Manager.

Currently, Kellie works closely with our Head of Innovation and Client Experience to maintain, develop and implement strategies to enhance client and staff experience. Kellie holds a Diploma of Financial Services (Financial Planning).

Outside of work, Kellie holds a Black Belt in Taekwondo and trains in Hapkido and Brazilian Jiu Jitsu. She enjoys spending time with family and making the most of the outdoors.

General Advice Warning

The information provided on this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs.  It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Wealth Group of Companies which includes Apt Wealth Partners (AFSL and ACL 436121), Apt Wealth Finance (a Trading name of Apt Wealth Partners), Acceptance Finance (ACL 391715) and Acceptance Finance Australia Pty Ltd (a Corporate Credit Representative of Acceptance Finance – Credit Representative Number 580562) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.

Apt Wealth Partners is an incorporated financial services licensee. Our partners or their associated entities are shareholders in the Apt group parent company.

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