O'Donnell Kerr Financial Planners

At O'Donnell Kerr Financial Planners, we pride ourselves on providing professional, personalized financial planning services to individuals, families, and businesses in Cairns, Queensland, and beyond. Our team of experienced financial planners, led by Jason O'Donnell and Simon Kerr, has a deep understanding of the complexities of the financial industry and is dedicated to helping our clients achieve their financial goals and objectives.

Our History

O'Donnell Kerr Financial Planners was founded in 2009 by Jason O'Donnell and Simon Kerr, two well-established Cairns families with a wealth of business experience. In 2011, the firm obtained its own Australian Financial Services License (AFSL) through its company, Advice Professionals Pty Ltd, reinforcing its status as a privately-owned boutique practice.

Our Team

Our team consists of highly qualified and experienced financial planners, client service officers, and receptionists who work together to provide tailored, high-quality advice and professional, personalized service to our clients. Our team includes Jason O'Donnell, CFP, BE, GradDipFP, Simon Kerr, B Comm, Leigh Raeper, Delanie Butler, and Ruth Snow, each with their own unique skills and expertise.

Our Services

We offer a range of financial planning services, including retirement planning and wealth preservation, superannuation, wealth accumulation, tax minimization, risk insurance planning, and estate planning. Our service packages are designed to provide our clients with the best opportunity to achieve their financial goals and objectives. We deliver our services through two components: Strategic Personal Financial Services and Portfolio Services.

Why Engage Us?

Most people continue to seek greater certainty about their financial situation, and help when it comes to making the best financial decisions possible. We believe that our robust, tailored ongoing services can provide our clients with the best opportunity to achieve their financial goals and objectives. We do this by building strong long-term relationships and providing quality financial advice that takes into account our clients' individual circumstances and goals.

Our Commitment

At O'Donnell Kerr Financial Planners, we are committed to providing our clients with the highest level of service and expertise. We are dedicated to helping our clients achieve their financial goals and objectives and to providing them with the best possible financial outcomes.