Skip to main content
O'Donnell Kerr Financial Planners

O'Donnell Kerr Financial Planners

  • Investment & Wealth Management
  • Bungalow, QLD

Company Overview

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. This reinforced its status as a privately-owned boutique practice. With combined industry experience of over thirty years, Simon and Jason have developed a wealth of knowledge and have successfully practised through some of the most turbulent financial markets in history. With a dedicated and experienced support team, the firm prides itself on providing tailored, high quality advice and professional personal service.

Services & Expertise

AI-generated from public information. Please verify against actual business needs.

Service Focus
  • Investment Advisory20%
  • Portfolio Management20%
  • Risk Management20%
  • Retirement Planning20%
  • Financial Planning20%
Service Area
QLD
100%

Reviews

No reviews yet