Kerr Allan Financial provide a comprehensive offering in the area of direct share portfolios, with a personalised service allowing both individual clients and financial planners to achieve their investment goals. Our degree-qualified and financially accredited equity advisers have a depth of experience in the securities industry, with specialised experience in the following areas:
Equity portfolio advice
Portfolio construction
Execution and clearing
Equities are a popular but specialist area of investment, and Kerr Allan Financial understand the needs of both the individual and the financial planner in providing a well-rounded service. We can provide specialist advice for financial planners, with the benefits of a traditional full service stockbroking firm at a competitive cost.
Kerr Allan also provides a model portfolio administered by Hub24.