Kerrie Bampton

Adv Dip FP, C Dec, Bach Bus (Mgt)

Mt Gravatt & Brisbane

kerrie.bampton@riseqld.com.au

(07) 3343 7611

I started in the industry in 2000, working my way up from my role as a paraplanner and to an adviser role in 2004. I joined RI in 2007.

Interests

Away from work I enjoy golfing, camping, overseas travel and spending time with family; especially my grandson Leo.

Main services

  • Wealth Creation strategies
  • Superannuation advice, including salary sacrifice and consolidation strategies
  • Self Managed Super Fund strategies and advice
  • Personal insurance strategies
  • Centrelink / DVA advice
  • Retirement planning advice
  • Estate planning Advice
  • Aged Care Advice
  • Portfolio review services
  • Ongoing advisory services and client support
  • Referrals to specialists eg. accountants, solicitors

Education

Advanced Diploma of Financial Planning

Commissioner for Declarations

Bachelor of Business (Mgt)