O’Donnell Kerr was founded in 2009 by Jason O’Donnell and Simon Kerr. They saw a need for a locally owned and operated business with no ties to a fund manager, bank or insurance company.
Central to the firm’s operation is the use of state of the art technology and systems to provide efficiencies. Such efficiencies can then lead to a more personalised and thorough service to clients. These systems are also integral to the firms disciplined investment processes. Both long-term strategic investment models and more tactical models require robust systems behind them, enabling advisers to implement changes quickly for clients.
The traditional financial planning approach used by many firms is to measure a client’s ‘risk profile’ and to then design a portfolio to suit. At O’Donnell Kerr, when designing portfolios, we believe in first measuring the client’s financial objectives, particularly their long-term income needs. We then work back from this to finally decide on an appropriate level of portfolio risk.
We believe in a measured approach to making any initial investments into the share and property markets. We use a market research overlay, on top of our funds management research, to provide guidance on market conditions. These conditions are taken into account before making any initial investments. We may also use strategies such as dollar cost averaging and portfolio rebalancing to reduce volatility and provide a ‘smoother’ investment journey.
Our strategies are all-encompassing - not only wealth creation and preservation but also risk management and estate planning - please refer to the Our Services pages.
O’Donnell Kerr Pty Ltd trading as O’Donnell Kerr Financial Planners is a Corporate Authorised Representative (number 342289) of Advice Professionals Pty Ltd - AFSL 413272.