With 30 years of experience in the financial services industry, Kerrie-Lee has spent her career helping clients navigate their financial journeys. Since becoming a Private Client Adviser in 1999, she has developed a genuine passion for understanding her clients' needs and working with them to achieve and safeguard their financial goals.
Kerrie-Lee’s expertise lies in areas such as retirement planning, superannuation, Centrelink, aged care, estate planning, and taxation matters. She takes a holistic approach to advice, working alongside other professionals as needed to ensure clients receive tailored solutions aligned with their individual goals. What sets Kerrie-Lee apart is her longevity in the business and commitment to building long-term partnerships with clients.
Beyond work, she enjoys travelling, attending live music events, hiking, staying active, and spending quality time with family and friends.
Graduate Diploma of Financial Planning, Diploma of Financial Planning, Specialist accreditation in Margin Lending, Certified Financial Planner (CFP)®
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Wollongong office
