Kerrie Bampton
Financial Adviser
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About
Kerrie Bampton is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with confidence. Based in Annerley, QLD, Kerrie brings a wealth of knowledge and experience to her practice, backed by a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), an ASX Accredited Listed Products Adviser accreditation, a Graduate Diploma of Financial Planning, and a Self Managed Superannuation Funds Adviser Course qualification. Kerrie is also a proud member of the Association of Independently Owned Financial Professionals (AIOFP). Authorised to provide advice on a broad range of financial products, Kerrie specialises in superannuation, insurance, wealth management, and retirement planning. She offers expert guidance on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring her clients receive comprehensive and tailored solutions. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Kerrie's commitment to independent financial advice means you receive unbiased recommendations aligned with your best interests. Whether you're planning for retirement, seeking to grow your wealth, or need protection through insurance, Kerrie can help you navigate the complexities of the financial landscape. Ready to take control of your financial future? Contact Kerrie today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Kerrie Bampton provide?
Kerrie Bampton specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. She can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Kerrie Bampton hold?
Kerrie holds a Diploma of Financial Services (Financial Planning), a Self Managed Superannuation Funds Adviser Course qualification, an Advanced Diploma of Financial Services (Financial Planning), an ASX Accredited Listed Products Adviser accreditation, and a Graduate Diploma of Financial Planning.
What can I expect during my first consultation with Kerrie?
During your initial consultation, Kerrie will take the time to understand your financial situation, goals, and concerns. She will then provide an overview of how she can assist you and outline the next steps in developing a personalised financial plan.
Does Kerrie Bampton offer independent financial advice?
Yes, Kerrie is committed to providing independent financial advice. This means she is not tied to any specific financial institutions and can offer unbiased recommendations tailored to your individual needs.
How can Kerrie help me with my retirement planning?
Kerrie can help you develop a comprehensive retirement plan that considers your current financial situation, desired lifestyle in retirement, and risk tolerance. She can also advise on superannuation strategies, investment options, and income streams to help you achieve a comfortable retirement.
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