Jan Kerridge
Financial Adviser
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About
Jan Kerridge is an ASIC-registered financial adviser based in Woonona, NSW, committed to providing tailored financial solutions to help clients achieve their financial goals. With a career spanning over two decades, Jan holds a Diploma of Financial Planning (FPA), is a Certified Financial Planner (FPA), and has furthered her education with a Graduate Diploma and a Master of Financial Planning from Kaplan. Jan is an Accredited Aged Care Professional, a member of the Financial Advice Association of Australia (FAAA), and an SMSF Specialist Advisor with the SMSF Association (SMSFA), reflecting her dedication to maintaining the highest standards of professionalism and expertise. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Jan’s advice covers a wide spectrum of financial needs: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • Aged care financial advice Whether you're planning for retirement, managing your investments, or navigating the complexities of aged care, Jan can provide the expert guidance you need. Contact Jan today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What services does Jan Kerridge offer?
Jan Kerridge offers a range of financial planning services including superannuation advice, retirement planning, wealth management, insurance solutions, investment advice, and aged care financial advice. She provides tailored strategies to help you achieve your specific financial goals.
What qualifications does Jan Kerridge have?
Jan Kerridge holds a Diploma of Financial Planning (FPA), is a Certified Financial Planner (FPA), and has completed a Graduate Diploma and Master of Financial Planning from Kaplan. She is also an Accredited Aged Care Professional and an SMSF Specialist Advisor with the SMSF Association.
How does Jan Kerridge approach financial planning?
Jan Kerridge takes a client-centered approach to financial planning, focusing on understanding your unique circumstances and goals. She develops personalised strategies that align with your needs and provides ongoing support to help you stay on track.
What should I expect during my first meeting with Jan Kerridge?
During your initial consultation with Jan Kerridge, you can expect to discuss your financial situation, goals, and any concerns you may have. Jan will explain her approach to financial planning and how she can help you achieve your objectives. This meeting is an opportunity for you to get to know Jan and determine if she is the right financial adviser for you.
Can Jan Kerridge help with my superannuation and retirement planning?
Yes, Jan Kerridge specialises in superannuation and retirement planning. She can provide advice on optimising your superannuation contributions, selecting appropriate investment options, and developing a retirement income strategy to ensure you have a comfortable and secure retirement.
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