Samuel Kerr

Nucleus Wealth

5 Yrs Experience
Melbourne, VIC 3000

My primary purpose is to do what is right for YOU and your situation. Everything I do is based on my core values of honesty, integrity and respect.  I help people of all ages and at all stages of life and I am certain that whoever I engage with I can create value for and put them in a better position financially. 

I have worked as a Financial Adviser and Mortgage Broker (not currently) for many years so I have a deep understanding of personal finances. I am in a strong financial position personally and I practise what I preach. I enjoy sharing what I have learnt and helping people on their journey of becoming financially successful and achieving their goals.

My particular passion is investing and utilising compound interest. I believe the fundamentals of wealth creation and good money management do not change and I love sharing sound advice with people that want and need it.

I am paid a salary so therefore I’m not conflicted to recommend something that pays a commission and is not in your best interest. I really enjoy working for such an innovative company that has clients best interests at the core of everything we do.

I have a growth mindset and I like to always be learning and evolving. I am currently upskilling to the Masters in Financial Planning and have 1 paper to go. I believe this is the hallmark of a true professional and feel this will complement my skillset and real-world experience perfectly.

Feel free to book a no obligation meeting with me at Nucleus Wealth on 1300 623 863.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

At Nucleus Wealth we do not charge for financial advice, we do this to keep costs down for you. However, we do charge an annual management fee ranging from 0.11% to 0.64%p.a. depending on your portfolio. There is also a platform fee dependant on your balance., which decreases as your balance grows. We do not charge a performance fee. See the link below for more details and please review our Financial Services Guide for more information.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.94
  • Number of reviews 26
  • First year providing advice 2018
  • Years of experience 5
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Nucleus Wealth

Level 5, 447 Collins St
Melbourne, VIC 3000

Licensed by

Nucleus Advice Pty Ltd

AFSL 515796