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Kerrin Phipps
BCom (Fin) ADFS (FP)
Private Client Adviser
I aim to work closely with clients in creating tailored solutions to meet their personal and financial goals.
Kerrin is an experienced Financial Adviser with a demonstrated history of working in both the private and banking sectors. Skilled in Retirement Planning, Life Insurance, Wealth Accumulation and Investment Strategies, Kerrin has the skills to co-create a financial plan tailored to suit your unique needs and goals.
Investment Style
Kerrin believes in investing to achieve solid long term returns for clients with a key focus on diversification. As no two people have the same goals, he will listen to your views on risk, volatility, investment time frame, flexibility and ease of management to ensure you get a solution that works for you.
Services and Specialties
Self-Managed Super Funds
Personal Insurance
Financial Planning
Investment Advice
Superannuation Advice
Wealth Management
Qualifications and Professional Affiliations
Advanced Diploma of Financial Planning
Bachelor of Commerce (Finance)
Associations
Associate Member of the Financial Planning Association of Australia
Competencies
Financial Planning
Managed Investments
Life Insurance
ASIC Financial Advisers Register
Securities
FASEA Financial Adviser Exam
Direct International Equities Trading Adviser
Generic
Superannuation
Tax (financial) Adviser
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of percentage of fees.
