Kerrie-Lee is a Partner and Senior Adviser at both PSK Private Wealth Sutherland and Wollongong offices, where she has been a qualified adviser since 1999.
With over 30 years of experience in the financial services industry, Kerrie-Lee is a highly skilled and experienced Certified Financial Planner (CFP®) and is passionate about helping her clients achieve their financial and personal goals.
Kerrie-Lee provides her clients with comprehensive financial advice covering a wide range of areas, including superannuation and retirement planning, wealth creation, estate planning and Centrelink advice.
Kerrie-Lee is also an accredited and recognised FAAA Aged Care Specialist, assisting her clients and their families to navigate the complex area of aged care which is often during difficult times.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 1997
- Years of experience 27
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
PSK Private Wealth
Level 5, 3-5 Stapleton AveSutherland, NSW 2232 Enterprise 1, Suite 4, Ground Floor, Innovation Campus - Squires way
North Wollongong, NSW 2500
Meeting methods
- In person
- Phone
- Video call
Licensed by
Psk Advisory Services Pty Ltd
AFSL 234656