Financial Adviser

Authorised Representative No.: 1273393
Qualifications: Diploma of Financial Planning (RG146)

With over 15 years of leadership and specialised management experience within the financial services industry, Kerry’s in-depth knowledge spanning risk, governance, auditing, training, policy and regulatory reporting – makes her an integral component of SAA’s rigorous commitment to compliance. Furthermore, Kerry’s top-level assessment, interpretation, critical thinking and problem-solving abilities, coupled with her unparalleled integrity – are key to driving best practice operational processes throughout the business.

Ensuring our clients receive exceptional service, Kerry works closely with senior SAA Leaders and Financial Advisers – actively monitoring the company’s growth strategy, and overseeing the development of appropriate risk management and compliance frameworks to support all areas of expansion.

Leveraging strengths from her Compliance background, Kerry uses her financial planning expertise to build trust, and help everyday Australians improve their future retirement situations.

Away from the office, Kerry enjoys a range of adventurous outdoor hobbies, with close family and friends. Aside from her love for photography, food and travel – you could find her kayaking, bodyboarding, boating, horseback-riding, on a motorcycle social outride or even curled-up with a good book.