With 30 years of experience in the financial services industry, Kerrie-Lee began her career as a junior in the original Sutherland office out of school. When the office joined forces with PSK she too moved to PSK.
As a Financial Adviser since 1999, Kerrie-Lee takes pleasure in connecting with clients and helping them achieve their goals. She has a genuine passion for understanding her clients and their needs and working with them to achieve and safeguard their financial goals.
Kerrie-Lee’s expertise lies in areas such as retirement planning, superannuation, Centrelink, aged care, estate planning, and taxation matters. She takes a holistic approach to providing advice, working alongside other professionals when necessary to ensure clients receive personalised advice aligning with their individual goals.
What sets Kerrie-Lee apart is her longevity in the business and her commitment to building long-term partnerships with clients. Beyond work, she enjoys traveling, attending live music events, hiking, and staying active. Spending quality time with family and friends is also a top priority.
Click here to view Kerrie-Lee's latest FSG
