Kerry Millar

Tca Financial Planners Pty Ltd

Gold
30 Yrs Experience
Cleveland, QLD 4163

Kerry Millar has been working in the finance industry for 30 years. Commencing with the Commonwealth Bank in 1985 she moved into financial planning from general banking in 1994. Since then she has been employed as a financial adviser with some of Australia's largest dealer groups. She completed her Diploma of Financial Planning in 1997 through Deakin University as well as a Masters of Business Administration and a Masters of Professional Accounting through James Cook University in 2007. Kerry also holds the designation of Certified Financial Planner through the Financial Planning Association of Australia.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

My fees

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

Our fees are specifically designed to meet your individual needs. The schedule of fees are outlined in the FSG provided to you prior to our appointment. Please contact our office if you have any quieres or require additional information.

At a glance

  • Adviser status Gold
  • First year providing advice 1994
  • Years of experience 30
  • Highest qualifications
    • Master of Professional Accounting
    • Master of Business Administration
  • Language spoken
    • English

Tca Financial Planners Pty Ltd

Suite 30, 120 Bloomfield Street
Cleveland, QLD 4163

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523