Our Team

Chris Kelly

Chris Kelly

Practice Principal and Financial Planner

Chris has worked in financial services for almost 20 years and enjoys working with ‘everyday people’, giving them comfort in their financial decision-making process, and allowing them to make a meaningful difference to their financial situation.  Chris has completed a Bachelor in Commerce majoring in Financial Planning & Investments and during these studies achieved awards including Academic Excellence and Most Outstanding Graduate.
Chris is passionate about the future of the financial planning profession and has been involved within the genXt committee of the Association of Financial Advisers (AFA) in Queensland for many years, and is currently serving as vice-chairperson (Queensland) since 2020.   Chris has also been involved in the Griffith University mentoring program for over 10 years.
In his spare time, Chris loves spending time with his wife, Megan and his two young boys – Jameson and Fletcher.
In early 2021, Chris and Louise established Collaborative Wealth Partners.

BUSINESS GROWTH AWARD
BRIDGES 2018
YOUNG ADVISER OF THE YEAR AWARD
BRIDGES 2016
BUSINESS GROWTH AWARD
BRIDGES 2016
YOUNG GUN AWARD
BRIDGES 2015
Louise Birrell

Louise Birrell

Practice Principal and Financial Planner

Louise has over 20 years experience in the financial services industry, first joining the industry in 2000.  Louise has completed the Bachelor of Commerce majoring in Financial Planning & Investments.  Louise received the Griffith Award for Academic Excellence 3 years in a row.
Louise is passionate about the advice journey and has helped many clients to become aware of their objectives and stay on track to achieve these.  Louise is committed to building long-term relationships with clients by providing them with appropriate advice.
Louise is married and a mother of two boys who love the outdoors. Louise is an active contributor in the community and has spent many years as the local school P&C Secretary and now serves on the local AFL football club Committee as Secretary.

TOP 3 BUSINESS GROWTH AWARD
BRIDGES 2019
REFERRAL PARTNER AWARD
BRIDGES 2019
DEALER CHOICE AWARD
BRIDGES 2018
Kylie Tait

Kylie Tait

Client Services Manager

Kylie has supported the clients and the team since 2017. She takes pride in providing a great client experience with her friendly and professional manner. Kylie is responsible for overseeing the end-to-end implementation process of advice and is the first point of contact for our clients. She enjoys hearing about the travels and adventures of our clients.

Outside of work, its family and friends, cooking and day trips that fill her time.