Michael Kerr

Bountiful Wealth Pty Ltd

Gold
27 Yrs Experience
North Lakes, QLD 4509
Michael has worked in the financial services industry since 1995 commencing as a financial planner. He then moved on to senior management roles within Suncorp, becoming their National Financial Planning Specialist. Michael, presented at client events across the country, appeared on radio and wrote articles for the Courier Mail. He moved to UBS Global Asset Management as a Director advising Licensees and Superannuation Funds. Michael then took over Bountiful Wealth, advising clients and growing a highly sort after and award-winning practice. Michael is a Top of Table member of the Million Round Table, an RI Advice Platinum Adviser, and a long-standing Member of the Association of Financial Advisors (AFA). With these qualifications and experience, he is well qualified to help clients achieve their financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Bountiful Wealth Pty Ltd

Suite 12C, 2 Flinders Parade
North Lakes, QLD 4509

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Michael and the team at Bountiful Wealth really helped my Husband and myself to organise our personal Insurances and Superannuation. He made it really easy to understand and clear from the beginning. Michael's knowledge and experience made us feel really confident that the advice given to us was right for our needs. Thank you for the care and attention you put into our plan."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Took all the stress out of making the decisions"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is an absolute professional to deal with but very personable also. Highly recommend Michael as a holistic Financial Planner."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
1995

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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