View Maroochy River, Cotton Tree

Dream

Believe

Achieve

About Us

Entire Financial Management has been operating from Queensland’s Sunshine Coast for over 25 years and continues to service a loyal following of clients which continues to grow.

Here you will find a friendly team of dedicated financial planning professionals ready to help you achieve your lifestyle objectives.

Let us take care of the complicated stuff so you can focus on life.  Please contact us to arrange an appointment.

Peter Kerr
Principal and Senior Financial Planner

Peter started in the Financial Planning industry on the Sunshine Coast over 26 years ago assisting clients with their personal insurance and superannuation requirements, including strategies for long term wealth creation through to retirement and beyond.

peter-feathered

Professional Qualifications:

  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Cert IV Financial Services (Finance/Mortgage Broking)

Peter is authorised to provide advice in the following areas:

  • Superannuation & Retirement Planning
  • Investments  & Wealth Creation
  • Credit assistance such as strategic advice on Lending & Debt
  • Personal Insurance

Peter is an authorised representative of Matrix Planning Solutions Limited, ABN 45 087 470 200, AFS & ACL Licence No. 238256

Memberships:

  • Maroochydore Roos AFL Football Club
  • Alexandra Headland Surf Life Saving Club

Personal Interests:

Peter takes a keen interest in AFL, is an avid supporter of Collingwood (Magpies), and has been involved with the Maroochydore Roos AFL Football Club since 1983 as a player and coach, and continues his participation to date.

Karen Wyatt
Partner and Financial Planner

Karen has played an active role in the Financial Services industry on the Sunshine Coast since 2005.  Karen’s areas of expertise include financial planning, business and practice management, client assistance and public relations.

Karen Wyatt financial planner

Professional Qualifications:

  • Diploma of Financial Services (Financial Planning)
  • Advanced Diploma of Financial Services (Financial Planning)
  • SMSF accreditation
  • Commissioner for Declarations

Karen is authorised to provide advice in the following areas:

  • Superannuation & Retirement Planning
  • Investments, Wealth Creation & Taxation Planning
  • Personal Insurance

Karen is an authorised representative of Matrix Planning Solutions Limited, ABN 45 087 470 200, AFS & ACL Licence No. 238256

Personal Interests:

Outside of work, Karen enjoys spending time with her family and friends and playing a little golf.

 

Megan Marshall
Financial Planning Coordinator

Megan is our newest member to the Entire team, having joined in March 2015, and brings with her a wealth of knowledge and experience spanning 10 years in the Financial Planning Industry. Megan is your first point of contact and is also our administrative support, who assists in developing strategies and producing client advice documents. Megan is married to Mitch and outside of work enjoys a weekend camping getaway with her family and friends.

Megan photo websize (2)

Professional Qualifications

  • Diploma of Financial Services (Financial Planning)
  • Completed SMSF study August 2016

 

Corporate Information

Entire Financial Management is a Corporate Authorised Representative of Matrix Planning Solutions Limited AFSL/ACL No: 238256  ABN: 45 087 470 200.  Matrix Planning Solutions Limited is an Australian Financial Services Licensee (AFSL) & Credit Licensee (ACL) with over 100 financial planners throughout Australia. Matrix is owned by ClearView, an Australian owned company, listed on the ASX. Neither ClearView or Matrix are owned by, or aligned with, any large national or international financial services institutions.

Corporate Information

Entire Financial Management (ABN: 17 063 603 029) is a Corporate Authorised Representative of Matrix Planning Solutions Limited AFSL/ACL No: 238256 ABN: 45 087 470 200

Copyright © 2014 Entire Financial Management Pty Ltd

"Majorca Isle" 27 Sixth Avenue
 Cotton Tree QLD 4558

PO Box 3
Cotton Tree QLD 4558
AUSTRALIA

07 5443 8008
Contact us by email