Kerrod Holland
Financial Adviser
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About
Kerrod Holland is an ASIC-registered financial adviser based in Tingira Heights, NSW, committed to providing tailored financial solutions to help you achieve your goals. Kerrod holds a Bachelor of Economics (Economic Development) from the University of New England (2022) and a Graduate Diploma of Financial Planning from Kaplan Professional (2023). As a member of the Financial Advice Association of Australia (FAAA), Kerrod adheres to the highest ethical and professional standards. Authorised to provide advice on a wide range of financial products, Kerrod can assist you with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities My advice process involves getting to know you, understanding your current situation, and identifying your financial objectives. Whether you're planning for retirement, building wealth, or seeking to protect your assets, Kerrod can help you develop a personalised strategy to achieve your desired outcomes. Let Kerrod help you navigate the complexities of the financial landscape and build a secure financial future. Contact me today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Kerrod Holland provide?
Kerrod Holland specialises in superannuation advice, insurance, wealth management, retirement planning, and advice on various investment products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Kerrod Holland's qualifications and professional memberships?
Kerrod holds a Bachelor of Economics (Economic Development) from the University of New England and a Graduate Diploma of Financial Planning from Kaplan Professional. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Kerrod?
During your initial consultation, Kerrod will discuss your current financial situation, your goals, and your risk tolerance. This information will be used to create a tailored financial plan that meets your specific needs.
How can financial planning help me achieve my financial goals?
Financial planning provides a roadmap to help you achieve your financial goals by assessing your current situation, identifying your objectives, and developing strategies to help you reach them. This can include retirement planning, wealth accumulation, insurance, and investment strategies.
What is the process for becoming a client of Kerrod Holland?
The process begins with an initial consultation to discuss your needs and goals. If you decide to proceed, Kerrod will gather relevant information, develop a financial plan, and present it to you. Once you approve the plan, he will assist you with implementing it and provide ongoing support and reviews.
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