Summary
As the Director, one of the largest privately owned mid-tier accounting and wealth advisory firms in Australia, Kerry holds vast knowledge of both public and private superannuation companies and is well equipped to advise on all SMSF matters with a technical, strategic and compliance focus. As an SSA Specialist Adviser and Authorised Representative for the Australian Securities and Investments Commission, Kerry provides her clients with easy-to-understand advice embodying a strong strategic and compliance focus. With vast experience in each phase of the SMSF journey, Kerry ensures that each client is making the most of the opportunities available to them.
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