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  3. Kerrie-Lee Lord

OUR PARTNERS & ADVISERS

Kerrie-Lee Lord

Accreditations

CERTIFIED FINANCIAL PLANNER®, Diploma of Financial Planning, Member of Financial Planning Association

Key areas of focus

Superannuation, retirement planning, Centrelink, estate planning, cashflow management, wealth creation and wealth preservation

Office location

Wollongong & Sutherland

Kerrie-Lee Lord

Financial Adviser

book a meeting with Kerrie-Lee

Kerrie-Lee has worked in the financial services industry since 1993 and has been a practising financial adviser since 1999.  

Kerrie-Lee enjoys working with and partnering with her clients to help them define and achieve their lifestyle and financial goals through the provision of quality financial advice. She believes that it is all about care and relationships.

Kerrie-Lee's goal is to continue assisting and caring for her clients to make a positive difference in their lives. Outside work, Kerrie-Lee is passionate about her two children and maintaining a happy and comfortable work/life balance. 

 

Click here to view Kerrie-Lee's latest FSG

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