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Kerrie O'Leary

Chartered Accountant

Kerrie grew up in Adelaide and spent his early years participating a wide variety of Sports. He studied Accounting and worked for public practice firms in Adelaide before moving to Port Lincoln.

Kerrie has expertise in being the primary adviser for his clients particularly for primary producers.

About

Kerrie has worked for different accounting firms cementing his knowledge of accounting for different businesses, individuals and their various unique attributes.

Kerrie has a particular affinity and extensive experience working with and being the primary adviser for many primary producers and other business clients.

He loves to study and has maintained the highest qualifications in accounting, taxation, superannuation and strategy particularly for business clients and primary producers.

To keep these levels of qualifications, Kerrie needs to undertake extensive professional development every year in all areas of the advice business.

Kerrie has the following memberships and training:
Chartered Accountant
Holder of a Chartered Accountant’s Public Practicing Certificate
Chartered Tax Advisor of the Tax Institute of Australia
Bachelor of Commerce degree
Registered Tax Agent
ASIC RG146 Compliant – Offer Advice & Strategy in Superannuation & Self-Managed Superannuation Funds – All

Kerrie is passionate about delivering high quality service to his growing base of clients.

He has a particular interest in sport, especially football. Kerrie is a board member of the Port Lincoln Football League where he oversees and manages the Finance, Revenue and Sponsorship portfolios for the League.

Kerrie O'Leary
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QUALIFICATIONS:

CA, CTA, BComm, CPP

SKILLS & EXPERIENCE:

Kerrie has a particular affinity and extensive experience working with and being the primary adviser for many primary producers and other business clients.

He loves to study and has maintained the highest qualifications in accounting, taxation, superannuation and strategy particularly for business clients and primary producers.

Contact Adviser

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Featured Testimonial

"Their absolute professionalism, high standard of customer service and problem-solving abilities."

Phil Manhire

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