Who Are We?

A brief history

O’Donnell Kerr Financial Planners was founded in 2009 by Jason O’Donnell and Simon Kerr. Their partnership brings together two well established Cairns families, both with many years of business experience.

In 2011 the firm obtained its own Australian Financial Services License (AFSL) through its company, Advice Professionals Pty Ltd. This reinforced its status as a privately-owned boutique practice.

With combined industry experience of over thirty years, Simon and Jason have developed a wealth of knowledge and have successfully practised through some of the most turbulent financial markets in history. With a dedicated and experienced support team, the firm prides itself on providing tailored, high quality advice and professional personal service.


Meet the Team

Jason O'Donnell CFP®, DipFP, BE

Financial Planner and Managing Partner

Jason has had extensive experience providing all aspects of financial advice to clients throughout Queensland.  

Jason is a Certified Financial Planner (CFP®) and holds a Diploma of Financial Planning through the Financial Planning Association in conjunction with Deakin University. He is an Authorised Representative of O'Donnell Kerr Pty Ltd - Corporate Authorised Representative of Advice Professionals Pty Ltd.  Jason is a member of the Financial Planning Association.

Simon Kerr B Comm

Financial Planner and Partner

Simon has a broad range of experience in various roles in the financial planning industry.

Simon holds a Bachelor of Commerce, majoring in Financial Planning, through Deakin University. Simon is an Authorised Representative of O'Donnell Kerr Pty Ltd - Corporate Authorised Representative of Advice Professionals Pty Ltd.  He is a member of the Financial Planning Association.

Marina Ince

Client Service Officer

Marina has worked in various administrative positions, primarily in the banking and accounting sectors.  Her current role includes assisting with advice documentation, administration as well as customer service duties.

Leigh Raeper

Reception and Client Service Officer

Leigh has worked in a range of service industries, fulfilling administration and support roles.  In her current position she provides administrative support and is the first point of contact for our valued clients.

Marinda Grobbelaar BComm

Financial Planning Assistant

Marinda has an accounting and economics background and holds a Bachelor of Commerce majoring in Economics and Bank Risk Management. Her current role includes providing support to the advisers, assisting with advice preparation and documentation as well as customer service duties. 

Delanie Butler

Client Service Officer

Delanie has worked in a range of financial planning administration roles over a number of years. Her current position includes providing administrative support to the advisers as well as customer service duties.