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Kerryn Shaw

Financial Adviser

Calder Wealth Management Pty Ltd
Unley, SA 5061

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About

Kerryn Shaw is an ASIC-registered financial adviser based in Unley, South Australia, dedicated to helping clients achieve their financial goals with clarity and confidence. Kerryn holds a Graduate Certificate in Professional Accounting from The University of New England and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Kerryn further enhanced her expertise with an Advanced Diploma of Financial Planning and specialist knowledge in Self-Managed Superannuation Funds, both from Kaplan Professional Education. As a member of the Financial Advice Association of Australia (FAAA), Kerryn adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Kerryn specialises in superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you are planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Kerryn provides tailored advice to meet your unique needs. Contact Kerryn today for a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Superannuation advice Retirement planning Wealth management strategies Insurance solutions Investment advice SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000238429

Verify on ASIC Register

Authorised Representative Number

000235960

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Kerryn Shaw offer?

Kerryn Shaw specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. She can also provide advice on investment strategies and Self-Managed Superannuation Funds (SMSFs).

What are Kerryn Shaw's qualifications?

Kerryn Shaw holds a Graduate Certificate in Professional Accounting, an Advanced Diploma of Financial Planning, qualifications in Self Managed Superannuation Funds, and a Graduate Diploma of Financial Planning. She is also a member of the Financial Advice Association of Australia (FAAA).

How does Kerryn Shaw approach financial planning?

Kerryn takes a personalised approach, working closely with clients to understand their financial goals, risk tolerance, and individual circumstances. She then develops tailored strategies to help them achieve their objectives.

What can I expect during my first consultation with Kerryn?

During your initial consultation, Kerryn will discuss your current financial situation, future goals, and any concerns you may have. This meeting helps her understand your needs and determine how she can best assist you. It's a great opportunity to ask questions and see if she's the right fit for you.

Does Kerryn Shaw provide advice on insurance?

Yes, Kerryn is authorised to provide advice on various types of insurance, including Life Risk Insurance and Investment Life Insurance, helping you protect your assets and loved ones.

Get in Touch

Contact Kerryn directly for personalised advice.

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.