Kerrie-Lee Lord

PSK Private Wealth

Platinum

27 Yrs Experience

Sutherland, NSW 2232

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Kerrie-Lee is a Partner and Senior Adviser at both PSK Private Wealth Sutherland and Wollongong offices, where she has been a qualified adviser since 1999.

With over 30 years of experience in the financial services industry, Kerrie-Lee is a highly skilled and experienced Certified Financial Planner (CFP®) and is passionate about helping her clients achieve their financial and personal goals.

Kerrie-Lee provides her clients with comprehensive financial advice covering a wide range of areas, including superannuation and retirement planning, wealth creation, estate planning and Centrelink advice.

Kerrie-Lee is also an accredited and recognised FAAA Aged Care Specialist, assisting her clients and their families to navigate the complex area of aged care which is often during difficult times.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Redundancy
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies

5.00 February 2024

Kerrie-Lee has been my trusted financial adviser for 10 years and her support has been invaluable, especially during the unexpected loss of my husband. I consider her not just an adviser, but a part of my family. Her availability, dependability, and approachability have been consistent throughout our long-standing relationship. Her financial advice has always been spot on, guiding me through various financial decisions with expertise and care. I can confidently say that her guidance has played a significant role in helping me navigate through both challenging and prosperous times. Overall, I cannot recommend Kerrie-Lee highly enough. Her professionalism, expertise, and genuine care for her clients make her an exceptional financial adviser. I am grateful for her unwavering support over the years and would wholeheartedly recommend her services to anyone seeking financial guidance.