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Kellie Davidson

Kellie Davidson

Partner, Melbourne

Kellie is responsible for providing financial planning, investment advisory, investment management and portfolio administration services to private clients, family groups, personal superannuation funds and not-for-profit organisations.

She considers the crux of her work to be trust-building. Given that she deals with sensitive information regarding people’s finances on a daily basis, she feels privileged to be entrusted with their affairs. She juggles multiple roles to holistically serve her clients’ needs, from banker and financial planner, to estate planner and personal advisor.

Kellie has always been passionate about economics and investments. From the moment she began playing the share market as a teenager, she was hooked and set a career as a stockbroker in her sights. While studying, she discovered investing was just skimming the surface of the finance world, and she broadened her expertise into a financial planning qualification. Today, her love of investing is infectious, and clients appreciate her genuine interest in helping them protect and grow their wealth. Her skills have seen her publicly recognised as a top-tier professional, placing #36 in the Barron’s Top 100 Australian Financial Advisers list for 2022.

As a partner, Kellie has had the opportunity to evolve her skill set and navigate her team and clients through a new generation of investment priorities. As awareness of impact investing increases, she enjoys helping clients who want to balance social, environmental and financial goals. She also leads family group and individual clients through conversations about the legacy they wish to leave behind.

Kellie joined Pitcher Partners Melbourne in 2001, after gaining financial planning experience with superannuation consultancy firm Towers Perrin. She became a Partner in 2016, and sits on the Investment Committee and Pitcher Partners Charitable Committee, which guides the firm’s CSR activities and decision-making around pro bono work.

Memberships and qualifications

  • Certified Financial Planner (Financial Planning Association)
  • Diploma of Financial Planning (Financial Planning Association)
  • Bachelor of Arts, Bachelor of Economics (La Trobe University)
  • Member of Responsible Investment Association Australasia (RIAA)

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