Kerrie Bampton

With over two decades in financial services, I have had the privilege of seeing this industry from many angles. Beginning my journey in 2000, I started by learning the ropes in my mother’s financial advisory practice, eventually growing from paraplanning into becoming an authorised financial adviser.

As a member of the Association of Independently Owned Financial Professionals (AIOFP), I align with a network dedicated to unbiased financial advice. I also serve as a Cdec, volunteering to witness formal documents and contributing to our community’s legal processes.

What I love most about financial planning is seeing all the pieces of a client’s financial puzzle come together. Each plan we create is unique, and there is something truly satisfying about helping clients see their complete financial picture take shape. Having experienced both the technical and personal sides of advice, I bring a comprehensive understanding to each client relationship.

Outside of work, you will find me either planning my next adventure or lost in a good book. My husband and I are avid travelers and have explored a lot of Asia and America, from the streets of Japan to the beaches of Hawaii. My ultimate dream is to experience the snowy landscapes of Canada and Alaska. When I am not traveling, I escape to my home-away-from-home in northern Queensland, where I am greeted by my namesake, Kerrie the cow. My family – my husband, two children, and my grandson Leo all love both Kerries! As a passionate reader currently exploring the world of biographies, I find endless pleasure in discovering new stories and perspectives through books!