Meet Kerry, your financial advisor dedicated to helping create and protect wealth for you and your family. With over a decade of experience in financial planning, Kerry knows how to deliver tailored, personal advice that’s in your best interest. Having worked at one of the four major banks, she is aware of how intimidating financial planning can be for some clients, which is why she prides herself on a personal approach that builds clients’ financial confidence alongside their wealth.
Kerry is no stranger to business. As a part-owner of two local companies, she has the insight and acumen that can protect your business from the unforeseen.
Armed with a Bachelor of Commerce, majoring in accounting, and an Advanced Diploma in Financial Services, Kerry’s journey into financial planning began as a paraplanner whilst studying at university. Since then, she has continually kept her skills up to date, acquiring her FASEA certification and completing her continuing professional development (CPD) each year.
A family woman at heart, Kerry is happily married with three beautiful children and a dog. In her spare time, she enjoys cooking Italian meals and playing indoor netball.
Plan for your tomorrow. Today
There’s no time like the present to begin planning for your future. Book your consultation with financial advisers in Cairns to see how we can help.