Kerrie-Lee Lord
Adviser -
ipac Sutherland
ipac Sutherland,
Level 5, Endeavour House, 3-5 Stapleton Avenue,
Sutherland
NSW
2232
Kerrie-Lee joined ipac in 2011. Prior to joining ipac, she spent more than 18 years in the financial services industry, and has been a financial adviser for over 14 years.
Kerrie-Lee is a C
ERTIFIED F
INANCIAL P
LANNER®, and has a Diploma of Financial Planning. These accreditations and extensive experience in the financial services industry means that she is well qualified to help clients to achieve their financial goals
Kerrie-Lee is passionate and committed to helping clients with all their financial planning needs, including building and protecting wealth, managing life strategies and transitions, and planning for retirement. Kerrie-Lee enjoys working with clients to successfully formulate, plan and reach their life goals.
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