Kelly Chard from the Business Services and Tax team has been promoted to Associate Director. Kelly has been with the firm since 2006 and has been a significant contributor to the growth and success of our Brisbane office. Kelly is currently responsible for a sizeable client portfolio and continues to develop very strong client relationships. Being a great role model, she has always mentored team members and assisted with development of others as well as being a strong advocate for the firm, its culture, values and vision. The Directors of Prosperity are delighted to have her as a member of our Director Group.
John Mujic from the Financial Services group has been promoted to Associate Financial Adviser. John’s experience covers a wide range of financial strategies such as wealth accumulation, superannuation and retirement planning, tax minimisation, risk and personal insurance. John’s prior experience in a paraplanning role within Prosperity has given him in-depth knowledge of investment and insurance products and how to best match these with client needs.
Kerry Kreutzer from our SMSF team has been promoted to Supervisor along with Fred Chan from the Business Services and Tax division who has also been promoted to Supervisor. Jordan Frieze has been promoted to Senior Accountant and Ashley Read from our Outsourced Payroll area has been promoted to Payroll Officer.
Stephanie McCauley from the Human Resources team has been promoted to Manager. Stephanie has worked with the firm for many years and is a great example of the diversity of career options available at Prosperity. Initially starting in administration, Stephanie moved into marketing and then finally HR. Stephanie is a self- starter, working across all teams and offices supporting our growth plans. This promotion recognises Stephanie’s continued dedication and strong work ethic to develop and grow our people.
Katrina Brooker from the firm’s Smart Drive group has been promoted to Team Leader. Katrina has keenly supported the growth of this business area. With her experience, she manages the team workflow ensuring that our clients receive prompt and high quality service.
Chief Executive, Allan McKeown said, “Our goal at Prosperity has always been to foster an environment that supports the growth and involvement of our people. We provide challenging professional experiences and deliver the right tools and support to assist our people to drive their careers forward.”
