Kerry Liberona

I am passionate about helping Australians to improve their financial position, leading to higher levels of financial independence.

I am dedicated to guiding clients to manage their financial affairs and helping them to achieve their financial goals, while maintaining a high level of professionalism and trust, upholding the utmost ethical values and standards.

As a licensed Financial Adviser, I hold a Master of Financial Planning and have more than 15 years’ experience providing advice (11 years in the public sector then in the private sector since 2017).

I was born and raised in Sydney and joined the financial planning industry in 1997, over 25 years ago, to learn how to invest for myself when I found great satisfaction in helping others with their financial affairs. In 2005 I became a Financial Planner with NSW Trustee and Guardian until 2017 when I became a Financial Adviser in suburban branches of a major Australian bank. Whilst at the bank, I worked in advice remediation where I was granted many customer service awards for helping customers achieve favourable outcomes.

In 2021 I became a Financial Adviser again and helped clients to increase their wealth, incorporating strategies for tax reduction, wealth accumulation, investments via super and non-super, personal insurances, retirement planning, estate planning and increased Centrelink benefits. I also employed my compassionate and empathetic nature to help a 40 year old client who could no longer work due to illness, to lodge successful claims on his income protection and TPD policies, reducing the financial stress for his family.

Client Service Proposition:

I am passionate about guiding clients to improve their financial positions tax effectively and achieve higher levels of financial independence.