Sukhwindar Kerr
Financial Adviser
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About
Sukhwindar Kerr is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong academic foundation including a Bachelor and Master of Science in Chemistry, Sukhwindar transitioned to financial planning, earning a Diploma of Financial Planning from FPA Australia (2001) and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2021). Sukhwindar continuously enhances expertise through specialized courses, including Margin Lending and Geared Investments, Self-Managed Superannuation Funds, and the Accredited Aged Care Professional Program. As a Certified Financial Planner (CFP) of the FAAA, Sukhwindar provides comprehensive advice across various financial products. Sukhwindar is authorised to provide advice on superannuation, insurance, wealth management and retirement planning. This extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Sukhwindar can help you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Sukhwindar today to schedule a consultation and discover how tailored financial advice can benefit you.
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Frequently Asked Questions
What services does Sukhwindar Kerr offer?
Sukhwindar Kerr provides advice on superannuation, insurance, wealth management and retirement planning. This includes Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Sukhwindar Kerr have?
Sukhwindar holds a Bachelor of Science & Master of Science in Chemistry, a Diploma of Financial Planning, and a Graduate Diploma of Financial Planning. Sukhwindar has also completed courses in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and is an Accredited Aged Care Professional.
How does the financial planning process with Sukhwindar Kerr work?
The financial planning process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Sukhwindar will then develop a tailored financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving needs.
What can I expect from working with a financial adviser?
Working with a financial adviser like Sukhwindar Kerr can provide you with clarity and direction in managing your finances. You can expect personalized advice, a structured approach to achieving your financial goals, and ongoing support to help you stay on track. A financial adviser helps make informed decisions and navigate complex financial landscapes.
Why should I choose Sukhwindar Kerr as my financial advisor?
Sukhwindar Kerr combines extensive education, ongoing professional development, and a commitment to personalised service. As a Certified Financial Planner (CFP) and with decades of experience, Sukhwindar offers comprehensive and tailored advice to help you achieve financial security and success.
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