Most people continue to seek greater certainty about their financial situation, and help when it comes to making the best financial decisions possible. Our service packages may encompass some or all of the following areas of financial advice: Retirement Planning and Wealth Preservation, Superannuation, Wealth Accumulation, Tax Minimisation, Risk Insurance Planning and Estate Planning.
For most clients our professional services are delivered through a service package consisting of two components: Strategic Personal Financial Services and Portfolio Services. When we think of a granny flat the first image that comes to mind is a small self-contained structure that. I often receive enquiries from financial advisers asking where they can access reliable information in relation to their client's superannuation.
For most clients our professional services are delivered through a service package consisting of two components: Strategic Personal Financial Services and Portfolio Services. When we think of a granny flat the first image that comes to mind is a small self-contained structure that. I often receive enquiries from financial advisers asking where they can access reliable information in relation to their client's superannuation.
Services
O'Donnell Kerr Financial Planners was founded in 2009 by Jason O'Donnell and Simon Kerr. Their partnership brings together two well established Cairns families, both with many years of business experience. In 2011 the firm obtained its own Australian Financial Services License (AFSL) through its company, Advice Professionals Pty Ltd.
Most people continue to seek greater certainty about their financial situation, and help when it comes to making the best financial decisions possible. This is why there is such a need for quality financial advice. Our aim is to give our clients the best opportunity to achieve their financial goals and objectives.
Our retirement strategies are individually tailored to provide an appropriate income while aiming to preserve capital over the long-term. Capital is required as a base to provide income and as a hedge against the twin ravages of taxation and inflation. For some, supplementary income from Centrelink is appropriate.
Central to our professional service delivery is a complete knowledge of our clients' financial situation. This is firstly obtained through extensive initial consultations. Once you have decided to proceed with our firm, a Statement of Advice is prepared to introduce the service package that has been tailored to help you to achieve your long-term goals.
Peter provides technical advice to financial advisers and accountants on superannuation, retirement planning and estate planning. He also has extensive knowledge in all aspects of self-managed superannuation funds and is a regular presenter at conferences, seminars and workshops. He is Manager; Technical Advice with Centrepoint Alliance Limited.
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