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Kerrie Bampton

JEM Wealth

Silver
21 Yrs Experience
Greenslopes, QLD 4120

Kerrie Bampton has been in the advice industry since 2000, becoming an adviser in 2004. Her expertise is in helping clients through the transition into retirement and managing Centrelink as part of their retirement goals. She believes that exceptional service is the key to building lasting relationships with her clients.

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

643 Logan Rd
Greenslopes, QLD 4120
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