Professional Background

With over 10 years experience in the banking industry and 15 years experience in Insurance and Finance, Kerry is a manger in Wealth based in the Townsville office.

Since starting with Moore Stephens in 2002 Kerry has provided support to the principal with the overall management of the practice. She supervises the day to day operations of the practice and  develops comprehensive financial plans on behalf of Practice Advisers to present to clients. She provides technical, legislative and research support to all advisers and the Wealth Principal within the practice.

Kerry will always listen carefully to understand  a clients circumstances, offer investment choices that are tailored to their needs and objectives, provide a flexible service and give options for ongoing service to monitor clients portfolio and financial situation.

To keep up with the fast based and ever changing industry Kerry participates in Professional Development at local and state levels., completes all technical training provided by the licensee and  ensure all technical, strategy and business information is read promptly.

Professional Qualifications

• Advanced Diploma of Financial Planning
• Authorised Representative of Charter Financial Planning Australian Financial Services Licensee, Licence No. 234 665