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Luke Kerry

Luke’s guiding principle is to design plans which help to provide his clients with clarity of purpose and the opportunity to build a solid financial foundation. Luke will take the time to listen, explain things clearly and keep you informed throughout the advice process.

Luke is a Certified Financial Planner®, which is the highest level of certification that a financial adviser can achieve. This compliments his strong educational background, including a Bachelor of Commerce in Accounting and Financial Planning through Curtin University.

Outside of work, Luke enjoys spending time with his wife, family and friends. His hobbies include travel, enjoying WA’s beaches and just about anything sports related.

Qualifications/Memberships

  • Certified Financial Planner®
  • Bachelor of Commerce (Accounting and Financial Planning) (Curtin)
  • Graduate Certificate in Financial Planning (Finsia)
  • Member of Financial Planning Association of Australia

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

Experience

  • Financial Services experience since 2004, working in a technical role at a financial planning practice
  • Financial Advice since 2008
  • Established his own financial planning practice, Inspired Wealth Solutions, in 2012

 
 


Luke Kerry is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Contact details

Luke Kerry

(08) 9200 4973

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Suite 1, Level 2, 180 Scarborough Beach Road, Mt Hawthorn WA 6016

08 9200 4973

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