Kerrin Phipps

BCom (Fin) ADFS (FP)

Authorised Representative: 001008824

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.

Services and specialities

  • Financial Planning
  • Investment Advice
  • Personal Insurance
  • Self Managed Super Funds
  • Superannuation Advice
  • Wealth Management

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.

Industry Education & Experience

  • Advanced Diploma of Financial Planning, Kaplan, 2016
  • Bachelor of Commerce (Finance), The University of Queensland, 2012
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Securities
  • Superannuation
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me as your adviser by way of percentage of fees.