With over 30 years’ experience in the banking, insurance and finance industries, Kerry brings a broad range of technical knowledge and personal skills to the team, providing advice on a range of financial products and strategies, specifically aged care advisory, cash flow management, investments and portfolio structuring, superannuation, estate and retirement planning, risk protection, debt management and gearing strategies.
She understands the benefits and importance of ongoing service and prides herself on developing and maintaining solid relationships with clients. Kerry holds a Graduate Diploma of Financial Planning and the Certified Financial Planner designation.
Please fill out the form below and we will be in touch, or phone us on 1300 856 065.