Kerry Darton

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BBus AdvDipFS(FP)

Authorised Representative: 000462389

Accredited Aged Care Professionalâ„¢

"Whilst change can be challenging, helping you to understand options and providing clarity will enable you (or someone close to you) to make better informed decisions about the future. My goal is to help you (and your family) to navigate choices to ensure the chosen solutions are affordable and maintainable."

Kerry has worked in the financial services industry since 1985 and has built a high level of knowledge and experience around superannuation and financial advice.

Services and specialities

  • Aged Care
  • Financial Planning
  • Personal Insurance
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Superannuation Advice

Investment Style

Kerry specialises in aged care, Centrelink and retirement planning.

Industry Education & Experience

Qualifications
  • Bachelor of Business, University of Technology Sydney, 1991
  • Advanced Diploma of Financial Services, Kaplan, 2011
  • Accredited Aged Care Professionalâ„¢, Aged Care Steps, 2017
  • Self Managed Superannuation Funds, Kaplan, 2012
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - North Quay. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.