Joel Kerin Email & Phone Number

Perth, Wa, Au

Perth, Western Australia, Australia

Ally Wealth Management was created by Australian Expats for Australians at home and abroad.Having seen the challenges that expats face when it comes to finding comprehensive, transparent and flexible solutions for their own financial affairs, Ally Wealth Management was set up to ensure that our clients feel at ease and ‘at home’ with us – wherever in the world they may be.Our specialist Australian onshore & expat team are ready to help you create your ideal future. Whether you’re an Australian resident; or you’re looking to begin your expat journey; whether you’re a new or seasoned expat; or you’re looking to repatriate after your time abroad, our specialist team thrive to be your trusted ally through your life journey. ADVISORY SERVICES✅ Wealth Management✅ Investment Advice✅ Life, TPD, Critical Illness & Income Protection Insurance✅ Superannuation✅ Retirement Planning✅ Cash Flow Management & Modelling✅ Tailored Advice for Australian Expats✅ Expatriation & Repatriation Planning & Advice✅ Savings StrategiesLET'S HAVE A CHATLet’s meet for a coffee or over a Zoom call.Our clients at Ally Wealth Management are based all over the world, so whether you’d like to meet in person for a coffee, meet at your workplace or home, or virtually via a Zoom or Skype call, we’d love to hear from you.❯❯❯ Book your complimentary discussion here:https://calendly.com/ally-wealth-joel/introductory-virtual-meetingCONTACT☞ www.allywealth.com.au✉ joel.kerin@allywealth.com.au

Australia

Money Side Up is the go-to money podcast for Australians all over the world with expert guests unpacking the world of personal finance. Our aim is to demystify the world of Australian personal finance providing you with the latest insights and information to help you navigate your financial journey with confidence.Check it out on YouTube - https://www.youtube.com/@moneysideuppodcastApple Podcasts - https://podcasts.apple.com/sg/podcast/money-side-up/id1751279090Spotify - https://open.spotify.com/show/4KAmDsBRdUTrazl2VnmMNh

North Sydney, New South Wales, Australia

Mentor1 Group is a group that consists of Mentor1 Financial Advice, Mentor1 Property, Mentor1 Lending & Mentor1 Accounting. A group that is passionate about clients in all areas of their financial life and maximising lifestyle aspirations.As a Senior Financial Adviser within Mentor1 Financial Advice I provide full holistic financial advice to our private client base to maximise the growth and share of wallet within the group.Advice areas range from:- Superannuation- Self-Managed Superannuation- Limited recourse borrowing arrangements- Investments (Including IDPS, Managed Funds, Direct equities, ETF's, MDA's)- Margin Lending- Estate Planning- Family Structures- Cashflow management- Retirement planning (including Pensions, Annuities & Retirement cashflow)- Social Security (Centrelink)- Aged Care- Personal Risk Insurance - Business Risk Insurance

Sydney, New South Wales, Australia

Austbrokers Life is a large life insurance advice business aligned to the Austbrokers general insurance network under the AUB Group umbrella. Austbrokers Life specialises in personal & business risk insurance advice for all individuals. Roles included:- Personal Risk Advice for new & existing clients- Management of the small corporate superannuation book- Limited superannuation advice strategies- Broker engagement to drive referrals of new business

Chatswood, New South Wales, Australia

Domane Financial Advisers is a boutique financial planning practice that specialised in Financial planning, Accounting, Corporate Superannuation and Mortgages. After the retirement of the Managing director and the sale of Domane to Lifestyle Financial Planning I took over a small book of clients for ongoing financial management, reviews and to grow this book. Roles included:- Private client reviews- New business clients and targets- Advice seminars to our corporate superannuation partners- 1-1 corporate super client appointments - Investment methodologiesAdvice areas ranged from:- Superannuation- Self-Managed Superannuation- Investments (Including IDPS, Managed Funds, Direct equities, ETF's)- Estate Planning- Cashflow management- Retirement planning- Risk InsuranceI was made redundant from Domane/Lifestyle in June 2019.

Sydney, New South Wales, Australia

ANZ Private is an area of ANZ Bank which specialises in Banking, Investment, Advice & strategic planning for the banks High Net Worth, Ultra-High Net Worth, Family Office & Wholesale client base. Aligned to a Senior Private Wealth Adviser, I assisted in the development of the strategy and advice for Private wealth clients. Duties Included:- Client meetings / Main contact point for clients - Preparation of advice documents- Implementation of Advice, including trades, buy/sells, account management & administrationAdvice areas ranged from:- Superannuation - Self-Managed Superannuation- Limited recourse borrowing arrangements - Investments (Including IDPS, Managed Funds, Direct equities, ETF, MDA)- Estate Planning- Complex family structure planning- Cashflow management- Retirement planning- Windfalls

Sydney, New South Wales, Australia

OnePath is a large Australian Personal Life insurer with an extensive range of insurance solutions such as:- Life Insurance- Total & Permanent Disability Insurance- Trauma & Critical illness Insurance- Income Protection- Business Expenses Insurance- Child Death & Trauma CoverAs a relationship manager I worked in a team of 4 and we would be the central contact point for OnePath's top 180 insurance policy writers (Financial Advisers) for all queries relating to, but not limited to:- Policy Applications- Underwriting - In-Force policy alterations- Cancellations / Policy Retention- Quoting New & Existing Business- Supporting Senior Business Development managers with policy matters.

Master Of Financial Planning, Financial Planning And Services

Graduate Diploma Of Financial Planning, Financial Planning And Services

Advanced Diploma Financial Planning, Financial Planning And Services

Diploma Of Financial Planning, Financial Planning And Services