Simone Kerr
Financial Adviser
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About
Simone Kerr is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping her clients achieve their financial goals with clarity and confidence. With a Bachelor of Commerce from Murdoch University (1999) and a Diploma of Financial Planning from Deakin University (2004), Simone combines a strong academic foundation with practical industry experience. She has also successfully completed the FASEA exam (2020), demonstrating her commitment to upholding the highest professional standards. As a member of the Financial Advice Association of Australia (FAAA), Simone adheres to a strict code of ethics and continuously updates her knowledge to provide the best possible advice. Simone is authorized to provide advice on a comprehensive range of financial products, ensuring that her clients receive tailored solutions that meet their specific needs. Her expertise includes 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. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Simone today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Simone Kerr offer?
Simone Kerr provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. She tailors her advice to meet each client's unique needs and goals.
What are Simone Kerr's qualifications and experience?
Simone Kerr holds a Bachelor of Commerce from Murdoch University and a Diploma of Financial Planning from Deakin University. She has also passed the FASEA exam and is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to professionalism and ongoing education.
How does Simone Kerr approach financial planning?
Simone takes a holistic approach to financial planning, focusing on understanding your current financial situation, your future goals, and your risk tolerance. She then develops a personalized strategy to help you achieve your objectives.
What can I expect during my first meeting with Simone?
During your initial consultation with Simone, you can expect a friendly and informative discussion about your financial goals and current situation. She will explain her services and how she can help you, and answer any questions you may have.
Why should I choose Simone Kerr as my financial adviser?
Simone Kerr is committed to providing high-quality, ethical financial advice that is tailored to your individual needs. With her qualifications, experience, and dedication to ongoing professional development, she is well-equipped to help you achieve your financial goals with confidence.
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