About Kellie

Trusted and expert financial planning and advice.

Wouldn’t it be nice if we could wake up every morning with the knowledge that our weekly expenses are covered, our children’s education has been budgeted for and our retirement fund is nicely preparing for our golden years?

Kellie Payne Financial Solutions  takes the confusion out of planning for your financial future by offering expert advice so that you can achieve your goals and live the life you want to live.

Through providing strategic advice and offering ongoing support, Kellie determines exactly what your financial requirements are and supports you in making smart choices towards experiencing the peace of mind that financial security brings.

Kellie’s mission is to help people confidently secure their financial freedom by providing advice on debt management, investments and superannuation.

With almost three decades of experience in the financial planning profession, Kellie is one of the Sunshine Coast’s most reputable sources of information in this industry.

“When you can go to bed each night without the fear of debt hanging over your head, or wondering where your next car payment is going to come from, it reflects in every area of your life,: she said.

“My goal is to use my background and knowledge of all financial planning processes to help my clients realise their dreams, achieve their goals and obtain financial security which will give them the freedom to enjoy their lives.

“Financial freedom helps to make you a happier, less stressed and far more present person.”

Confidentiality and privacy are assured at Kellie Payne Financial Solutions.

Kellie has a Diploma of Financial Planning along with the internationally recognised Certified Financial Planner (CFP) qualification from the Financial Planning Association of Australia (FPA). 

She is also a Commissioner of Declarations.

Kellie Payne Financial Solutions

With three decades of experience across the arena of financial planning, Kellie Payne Financial Solutions offers a depth of diverse experience. 

Principal Kellie Payne has held key positions with a number of financial planning companies over the course of her career including RetireInvest/RI Advice.

Joining forces with another financial expert to establish UP Financial Planners in 2017 Kellie was paramount in providing financial advice and support to their Sunshine Coast and Moreton Bay clients.

In building a financial services offering dedicated to superior client outcomes she launched Kellie Payne Financial Solutions in 2018.

Kellie and her husband Brett have two sons, James and Liam, and they have lived on the Sunshine Coast for more than 20 years. The boys both play sport and go to their local school in Caloundra.

Kellie is also a member of the Holy Trinity Kawana Anglican Church and helps run the youth group and Sunday school programs. 

“It is important to me to be involved with my church family and to teach our children that to be of service to others is one of the greatest gifts that our Creator has given us and that we should show love to all people in our community and our world,” Kellie said.

Kellie Payne