Kerrin Phipps
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Kerrin Phipps is an ASIC-registered financial adviser based in Alexandra Headland, Queensland, dedicated to helping clients achieve their financial goals with clarity and confidence. Kerrin holds a Bachelor of Commerce (Finance) from the University of Queensland, a Diploma of Financial Planning and an Advanced Diploma of Financial Planning from Kaplan Professional, demonstrating a strong commitment to education and expertise. Kerrin also completed Ethics and Professionalism in Financial Advice with Kaplan in 2019, ensuring she maintains the highest standards of integrity. Kerrin is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. This allows her to create tailored strategies to suit each client's unique circumstances. Key services include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Investment advice to help you achieve your financial goals Ready to take control of your financial future? Contact Kerrin today to schedule a consultation and discover how she can help you build a secure and prosperous tomorrow.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Kerrin Phipps provide?
Kerrin Phipps provides advice on a range of financial products including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities and government debt securities. She can help you with strategies to achieve your financial goals.
What qualifications does Kerrin Phipps have?
Kerrin holds a Bachelor of Commerce (Finance) from the University of Queensland, a Diploma of Financial Planning and an Advanced Diploma of Financial Planning from Kaplan Professional. Kerrin also completed Ethics and Professionalism in Financial Advice with Kaplan in 2019.
What can I expect during my first meeting with Kerrin?
During your first meeting with Kerrin, you can expect a thorough discussion about your current financial situation, your financial goals, and your risk tolerance. Kerrin will then use this information to develop a personalized financial plan that meets your specific needs.
How does Kerrin Phipps get paid for her services?
Kerrin will explain her fee structure clearly during your initial consultation. Fees may be based on an hourly rate, a fixed fee, or a percentage of assets under management, depending on the services provided.
Why should I choose Kerrin Phipps as my financial advisor?
Kerrin Phipps is committed to providing personalised, ethical and professional financial advice. With her extensive qualifications and experience, she can help you navigate the complexities of the financial world and achieve your long-term financial goals.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.