Simone Kerr

Flinders Financial Services Pty Ltd

Gold
20 Yrs Experience
Perth, WA 6000

Simone has over 25 years of experience in the Financial Planning industry specialising in working with high net worth individuals, particularly those nearing retirement, executives and families. She is experienced in Self Managed Superannuation and is passionate about Risk Insurance. Simone aims to help people understand their financial affairs and how to optimise their situation to achieve the goals they are looking for.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2006
  • Years of experience 20
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Flinders Financial Services Pty Ltd

Level 2, 179 St Georges Terrace
Perth, WA 6000

Opening hours

  • 8:30am – 5:00pm Monday – Thursday

Meeting methods

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

Licensed by

Flinders Financial Services Pty Ltd

AFSL 231155