Kerri Davey

Wealth Foundry Pty Ltd

Silver
22 Yrs Experience
Clayton, VIC 3168

Wealth Foundry Pty Ltd

Suite 20, 202-220 Ferntree Gully Rd
Clayton, VIC 3168

At a glance

  • Adviser status Silver
  • First year providing advice 2004
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

Licensed by

Sira Group Pty Ltd

AFSL 278423