MenuKerri Davey CFP®
About Me
I have worked in financial planning for over 20 years and am well versed in all areas. Financial success looks different to everyone and I enjoy helping people define it, plan for it, and achieve it.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 21 Years -
Licensed By Parc Wealth Group Pty Ltd
