September 28, 2026

Kelly Dinelli has had a front-row seat to the growth of Citrus Financial, and played a huge part in making it happen. When she joined in 2012, there were just five people in the business and David was its only financial adviser. Today, as Operations Manager and a key member of the leadership team, Kelly

It’s been a very good week for professional development at Citrus, with both Kate Morrish and Daniel Bell celebrating exam success. Kate has passed her R01 Financial Services, Regulation and Ethics exam at the first attempt, an excellent result as she continues to build her knowledge and develop her career in financial services. Kate works