Paraplanner/Client Services Manager
Kerri joined CHG as a Paraplanner/Client Services Manager in June 2020.
Before joining CHG, Kerri spent a number of years in boutique financial planning practices and banking.
Kerri made the move with her husband and young family from Gladstone 5 years ago, where she spent over 10 years in Admin Management. She loves being active and spending time with family and friends and never takes for granted the beauty of the Tweed/Gold Coast and all it has to offer.
Kerri is passionate about helping our advisers bring to life the goals and dreams of our clients and making our back office hum like a well-oiled machine. Kerri’s main passion lies in ensuring compliance is being met and putting systems in place that promote efficiency and accuracy for her colleagues but mainly to ensure that the client experience is second to none.
Quick Questions with Kerri
Are you messy or organized?
Motto or personal mantra?
Every Action has a Reaction
What are your hopes for your career?
To evolve in my role to become a respected Paraplanner
What do you like most about your job?
Working with a fun team and feeling as though we are making a difference
What is your biggest pet peeve?
Bad drivers….Tweed is full of them
What is your greatest fear?
What would you likely tell your 13 year old self?
Peanut butter is not a health food!
What places have you lived in?
Weipa, Townsville, Boyne Island (Central QLD)
What is your favourite movie?
What books are at your bedside?
Currently – Boy Swallows Universe by Trent Dalton and The Lost Flowers of Alice Hart by Holly Ringland