Simon Kerr Location
- Melbourne, VIC, AU
Simon Kerr Work
- 2020 -now Senior Investigator @
- 2015 -now Senior Analyst - Financial Advisers @
- 2014 -2015 Analyst Financial Advisers Team - (Secondment via ANZ) @
- 2014 -2014 Paraplanning Manager - Secondment (ANZ Private) @
- 2011 -2014 Senior Paraplanner (ANZ Private) @
- 2011 -2011 Paraplanning Manager - Secondment (ANZ Private) @
- 2008 -2011 Paraplanner (ANZ Private) @
- 2006 -2008 Assistant Financial Adviser (ANZ Private) @
- 2003 -2008 Various @
Simon Kerr Education
- Financial Services Institute of Australasia (FINSIA)
Graduate Diploma in Financial Planning (Financial Planning)
2005-2007 - Swinburne University of Technology
Bachelor of Business (Finance/ Human Resource Management / Organisational Behaviour)
2001-2003
Simon Kerr Skills
- Superannuation
- Wealth Management
- Wealth
- Retirement Planning
- Wealth Accumulation
- Income Protection
- Financial Advisory
- SMSF
- Pensions
- Investment Strategies
Simon Kerr Summary
- Simon Kerr, based in Melbourne, VIC, AU, is currently a Senior Investigator at ASIC. Simon Kerr brings experience from previous roles at ASIC and ANZ. Simon Kerr holds a 2005 - 2007 Graduate Diploma in Financial Planning in Financial Planning @ Financial Services Institute of Australasia (FINSIA). With a robust skill set that includes Superannuation, Wealth Management, Wealth, Retirement Planning, Wealth Accumulation and more. Simon Kerr has 2 emails on RocketReach.
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