Kerrin Phipps
BCom (Fin) ADFS (FP)
Senior Wealth Adviser
I aim to work closely with clients in creating tailored solutions to meet their personal and financial goals.
Kerrin is an experienced Financial Adviser with a demonstrated history of working in both the private and banking sectors. Skilled in Retirement Planning, Life Insurance, Wealth Accumulation and Investment Strategies, Kerrin has the skills to co-create a financial plan tailored to suit your unique needs and goals.
Investment Style
Kerrin believes in investing to achieve solid long term returns for clients with a key focus on diversification. As no two people have the same goals, he will listen to your views on risk, volatility, investment time frame, flexibility and ease of management to ensure you get a solution that works for you.
Services and Specialties
Self-Managed Super Funds
Personal Insurance
Financial Planning
Investment Advice
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce (Finance)
FPC002B Ethics and Professionalism in Financial Advice
Diploma of Financial Planning
Associations
No items found.
Competencies
Financial Planning
Managed Investments
Life Insurance
Securities
Generic
Superannuation
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of percentage of fees. As a shareholder of JSM Investments (Aust) Pty Ltd, I may be entitled to a share of profits.
