About Kerry

Kerry joined the financial services industry in 1979 with her experience encompassing General Insurance, Life Insurance and comprehensive Financial Planning. In 1999 Kerry completed the Diploma of Financial Planning and was awarded “Top Graduate Australia” and also became a Certified Financial Planner.

Kerry spent many years advising clients and helping them to achieve their ongoing financial goals.  She built many strong personal relationships with clients and believes this to be an important part of an ongoing advice relationship, as well as ensuring client strategies remain appropriate over the long term.

Kerry has now stepped back from a direct advice role and currently focuses on advice standards and practice efficiencies.  This utilises her extensive experience to assist Crest and its Advisers to ensure that the highest quality service and advice is being provided to our clients.

Outside of work Kerry loves to spend time with her family and friends and also enjoys travelling when she can.

Qualifications

  • Diploma of Financial Planning (1999 Top Graduate – Australia)
  • Justice of the Peace

Areas of Expertise

  • Technical strategies
  • Compliance