Kerrie Bampton profile photo

Kerrie Bampton

JEM Wealth

Silver
21 Yrs Experience
Annerley, QLD 4103

I commenced my career as a financial adviser in 2000 and became an authorised representative of Financial Design Group on 20 January 2025.

I hold the following qualifications:

  • Advanced Diploma of Financial Services

(Financial Planning)

  • Graduate Diploma of Financial Planning

I have met the following Financial Advisers Standards and Ethics Authority (FASEA) requirements:

  • Passed the Financial Advisers Exam

I am authorised to provide the following financial services:

  • Superannuation and Retirement Planning
  • Wealth Creation and Investments
  • Wealth Protection

What I find most rewarding about financial planning is the opportunity to bring clarity and cohesion to a client’s financial landscape. Every plan is uniquely tailored, and there’s a deep sense of fulfillment in helping clients see their complete financial picture come together. With experience spanning both the technical and personal dimensions of financial advice, I offer a well-rounded perspective that strengthens every client relationship.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2004
  • Years of experience 21
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

JEM Wealth

447 Ipswich Rd
Annerley, QLD 4103
69 Herries St
East Toowoomba, QLD 4350
Level 8, 54 Park St
Sydney, NSW 2000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Financial Design Group Pty Ltd

AFSL 532369