Kerrie-Lee Lord

PSK Private Wealth

Platinum
27 Yrs Experience
Sutherland, NSW 2232

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.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1997
  • Years of experience 27
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

PSK Private Wealth

Level 5, 3-5 Stapleton Ave
Sutherland, NSW 2232
Suite 4 Ground Floor, Enterprise 1 Innovation Campus Squires Way
North Wollongong, NSW 2522

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Psk Advisory Services Pty Ltd

AFSL 234656