Kerrin Phipps
BCom (Fin) ADFS (FP)
Senior Wealth Adviser
I partner with you to create personalised financial strategies, working together to align your investments with your unique goals and bring lasting peace of mind.
An experienced Senior Wealth Adviser with a background in both private and banking sectors, Kerrin specialises in working with high-net-worth individuals to develop tailored investment and retirement strategies. With a relationship-first approach, Kerrin partners with clients to create personalised financial plans that provide clarity, confidence, and help them achieve long-term goals while feeling comfortable every step of the way.
Investment Style
Kerrin’s investment approach starts with tailoring the right level of risk to each client’s individual needs and goals. He focuses on generating appropriate income for retirees to support their lifestyle throughout retirement, while emphasising growth strategies for those still accumulating wealth. Kerrin utilises a mix of active and passive management, with a strong emphasis on strategic asset allocation and selecting quality businesses that have demonstrated consistent performance across varying economic conditions.
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.
