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.
Financial Planner and Partner
Jason has extensive experience in providing all aspects of financial advice. He holds a Graduate Diploma of Financial Planning and is a Certified Financial Planner (CFP®). Jason 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 Advice Association Australia.
Financial Planner and Partner
Simon has extensive experience in various roles in the financial planning industry. He holds a Bachelor of Commerce, majoring in Financial Planning. 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 Advice Association Australia.
Client Service Officer
Leigh has worked in a range of service industries, fulfilling administration and support roles. Her current role includes assisting with advice documentation, administration as well as customer service duties.
Client Service Officer
Delanie has worked in a range of financial planning administration roles. Her current position includes providing administrative support to the advisers as well as customer service duties.
Reception and Client Service Officer
Ruth has worked in a broad range of positions, including various financial planning administration roles. In her current position she provides administrative support and is the first point of contact for our valued clients.