About UsKerr Allan Financial was founded in early 2008 coinciding with the start of the global financial crisis. Originally offering stockbroking services, Kerr Allan quickly expanded into options, model portfolios, corporate advice & raisings, and institutional research. We now have 4 authorised representatives including our main office in Sydney just down from Wynyard, and our more recent Newcastle office, plus contractors. Since 2016 Kerr Allan has been working with companies providing pre-IPO funding, advice and execution on IPO’s and subsequent capital raises. We have participated in and/or executed over 100 raises. Kerr Allan Financial Pty Ltd has an Australian Financial Services License No. 319830 |
Who We Are
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Rohan Kerr – Director + RO
Rohan founded Kerr Allan Financial in 2008 after 2 decades of experience working at Westpac, Macquarie Bank and UBS dealing with direct and financial intermediaries and institutions. His passion for business, with a balance of academic and practical knowledge is reflected by the success of his clients’ investments, and the success of companies he works with. Rohan was a financial lecturer at SIA / Finsia for over 10 years, and regularly conducts presentations. Rohan has a Bachelor of Economics, and MBA. George Kontogiorgis - Senior Analyst George has been involved as corporate insurance Credit Risk Analyst after completing Commerce majoring in Economics and Business Law at The University of Sydney. His time at the Thorn Group saw him undertake extensive research projects, reviewing large bodies of macroeconomic and market related data. He has a strong work ethic and interpersonal skills contributing to reviews of strategic partnerships and investments. Nicky Kerr - Administration Nicky has more than 20 years experience in finance and administration. Initially part of the Burrows Corporate team, she then became the first employee at intuitional broking form Southern Cross Equities where she played key roles in both private client and institutional equity capital markets. She has a broad skillset to also include accounts and administration. Nicky has been with Kerr Allan, then Dalton Equities since it was founded 14 years ago |
Newcastle
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Keith Hewish
Keith Hewish has been involved in the securities industry for over forty years and has many long-standing and loyal clients. His experience includes consultancies with McCaughan Dyson, ANZ Securities, Potter Warburg Securities and more recently for many years with Bell Potter Securities Limited. Keith is passionate about stockbroking and engages in extensive research for his clients. He is a Bachelor of Economics and a Registered Public Accountant and Tax Agent. |