With over 24 years of experience in Financial Services, Kerry began her career in 2001 as a trainee adviser. Over the years, she has worked with several leading financial institutions gaining extensive expertise across all areas of financial planning.
Her role involves providing comprehensive financial planning to a wide range of clients, from individuals to businesses. She is passionate about understanding each client’s unique goals and delivering advice that is both personal and practical.
What Kerry enjoys most is building long-term relationships with her clients, offering ongoing support and guidance to help them achieve their financial aspirations. She takes pride in being a trusted adviser, ensuring that every client feels heard, valued, and confident in their financial journey.
Outside of work, Kerry enjoys spending quality time with her family, walking her dog, and socialising with friends.