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 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.
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.
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.
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.
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.
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.