Bountiful Wealth

Welcome to Bountiful Wealth, where expertise, experience, and dedication combine to help you achieve, grow, and safeguard your wealth.

Our team is committed to providing quality, personalised service while maintaining a strong connection with the community. With access to top research and technical expertise, we ensure that your financial strategies are always at the forefront of the field, securing your financial future.

OUR VALUES

TRUST: Whole advice for a better position.

ACTION: Make it happen.

CLIENT: Provide WOW service for a bountiful future.

TEAM: We're a family, be accountable.

Our team

Michael Kerr

Managing Director

Senior Financial Planner

Qualifications: Bachelor of Economics (UQ), Advanced Diploma of Financial Services (Financial Planning)

Michael commenced as a financial planner for Suncorp in 1995. He held various Senior National Management roles at Suncorp, where he ultimately become their National Financial Planning Specialist (long title for Guru for all things financial advice)

Michael worked at UBS Global Asset Management, as a Director, providing investment advice to Industry Super Funds, Research houses, CEO’s, Boards and financial planners across Asia Pacific.

Michael owns Bountiful Wealth, growing a highly sort after and award-winning practice.

Michael is an RI Advice Platinum Adviser, earnt RI Advice Adviser of the Year 2021, was a Finalist for RI Practice of the Year 2021, and won RI Advice Practice of the Year 2022. He is a Member of the Financial Advice Association Australia (FAAA) and is amongst the Top 1% of Financial Advisers Worldwide, as a Top of Table member of the Million Dollar Round Table, the world's largest Financial Adviser association.

Michael, has extensive experience working with the media, appearing regularly on 7News. He has done guest spots on 4BC, written articles for the Courier Mail and frequently presents to the advice industry across Australia.

Michael knows how to take what is complex, make it easy to understand and helps you make it happen. His clients highly value his advice, consulting him in every step of their financial journey. Michael is well-prepared to help you reach your financial goals.

Trust him to take the stress out of making financial decisions.

Adviser Ratings:

Adviser Profile

Mark Smith

Senior Financial Planner

Qualifications: Advanced Diploma of Financial Planning

Mark has been a stalwart in the financial services industry since the year 1995, commencing his illustrious career in the realm of retail banking. His journey through the financial landscape has been a testament to his dedication and expertise.

Mark's diverse career has seen him occupy key roles at renowned institutions, as a Home Lender for CBA, he empowered countless individuals to achieve their dreams of homeownership. His tenure as a Branch Manager at ANZ showcased his leadership prowess and unwavering commitment to exceptional customer service. A stint as a Business Development Manager at TAL Life Insurance highlighted Mark's dedication to safeguarding financial well-being for individuals and businesses alike.

In addition, Mark has held pivotal positions as an Adviser and practice manager within private advice practices, where he upheld the highest standards of ethics and professionalism, guiding clients toward prudent financial decisions.

Mark's journey came full circle as he returned to CBA in the capacity of a Business Financial Adviser, where he garnered extensive experience across various domains, including CBA branches, Premier Banking, Private Banking, and Business/Corporate Banking. His areas of specialisation encompass SMSF, Business Insurance, Aged Care, Gearing, Margin Lending, and Direct Shares, making him a trusted Adviser in these intricate financial realms.

Mark is well-prepared to guide you on your path to financial prosperity.

Adviser Ratings:

Adviser Profile

Meredith Trew

Senior Financial Planner

Qualifications: Bachelor of International Business (GU), Advanced Diploma of Financial Planning, Certified Financial Planner designation.

Meredith commenced in the financial services industry after 2002 after working in the Mining and Retail industries as a market analyst. While pursuing her Advanced Diploma in Financial Services through Deakin University, she worked as a paraplanner. In 2004, she graduated as a financial planner, and in 2007 she became a Certified Financial Planning Practitioner.

Meredith worked in small boutiques, Bailiwick Financial Services and Rothgard Financial Partners, then joined QTCU Financial Planning which later became RACQ Financial Planning. She rose from Senior Financial Planner to Financial Planning Manager, then General Manager during her 16 years at RACQ, a position she held until the company was acquired by Bridges Financial Services. Due to this shift, she had a career pause during which she helped RACQ with other initiatives before taking time off to assist her own parents navigate the aged care system.

Meredith has returned to what she loves most, a company solely focused on quality advice and guiding clients to achieve their desired future. Meredith makes the complex, simple; helping clients navigate life and the systems in which we all operate.

Adviser Ratings:

Adviser Profile

Faze Costa

Senior Financial Planner

Qualifications: Bachelor of Business Management (UQ), Advanced Diploma of Financial Services (Financial Planning)

Faze has been diligently serving the community as a financial planner since he began his career with Suncorp in 2008. His extensive experience spans prestigious organisations such as Westpac, QSuper, and Bridges Financial Services. Recently, he was handpicked to join the esteemed, award-winning team at Bountiful Wealth.

Regardless of whether you’re just starting out, building wealth, or ready to enjoy the fruits of your hard work, Faze is passionate about collaborating with clients to achieve the best possible results. He is dedicated to demonstrating the value of financial advice and fostering strong working relationships. Faze excels at simplifying complex financial concepts and is committed to helping clients build their wealth.

Trust Faze to make financial complexity simple and to partner with you on your journey towards financial success.

Adviser Ratings:

Adviser Profile

Ros Antrobus

Advice Manager

Qualifications: Adv DipFS (FP)

Ros has over 25 years’ experience in the financial planning industry. Previously an outstanding financial planner, Ros manages the research and advice that is provided by Bountiful Wealth to ensure it meets our high standards.

Ros holds an Advanced Diploma of Financial Services (Financial Planning). Ros is a member of the Association of Financial Advisors (AFA) and is a past nominee in the AFA Female Excellence in Advice Awards.

Brianna Harder

Operations Manager

Jada West

Client Service Officer

Claire Poole

Client Service Officer

Stephanie Woods

Client Service Officer

Jane Bevan

Client Service Officer

Annabelle Turner

Administration assistant

OUR TEAM

WHY US

BOOK AN APPOINTMENT

As you would probably realise my wife and I find money discussions quite stressful. Both of us found yesterday and our last discussion not only extremely helpful but comfortable and definitely built trust and confidence. We are very happy with the professionalism and service.

Peter Cox

Bountiful wealth has been looking after our pension fund for a number of years now. They provide an efficient and personal service which cannot be faulted, including home visits on a regular basis to keep us up to date with what is going on. We are confident that the advice Michael gives us is the best available.

Mike and Irene

I have been a client of Michael Kerr and Bountiful Wealth for over 4 years. During this time, Michael along with his very capable staff, have provided me with excellent information and service. Efficient and user-friendly details of my investments have enabled me to understand to the best of my ability and agree to the best outcomes in the marketplace. Friendly persons in the Office always answer my queries or get back to me. I would have no hesitation in recommending Michael Kerr of Bountiful Wealth as your Financial Advisor.

Denise Thorley

Bountiful Wealth was brilliant, Michael Kerr and the team sorted out my investments, insurance and fixed up my super and has built a plan for our retirement and our children. Has been a pleasure to have them manage our financial future.

Jared Ardern

Michael and the team at Bountiful Wealth have allowed my wife and myself to achieve financial security heading into retirement in a few years I’d strongly recommend their professional wealth building strategies to anyone one wanting to plan for a better lifestyle and security in later life, don’t wait start now your creation with them.

Terry Whalley

I have known Michael for a couple of decades and have found the team at Bountiful Wealth, knowledgeable, approachable, and great value for money.
Let's face it, you get what you pay for, and NO ONE can afford to get their choice of Financial Advisor wrong.

Mark White

I have been with my financial advisers since arriving in Australia in 2003 and had long and fruitful relationships with the 3 financial managers that I have had. Michael and his team are friendly, methodical, and efficient. The advice that is offered is tailored to your specific needs. In my time I have had to transfer multiple overseas pension funds to Australia, manage the sale and reinvestment of rental properties and transfer to retirement for both my wife and I due to ill health. The majority of this has happened in the last 4 years or so with Michael guiding us along the way. If you want someone with YOUR wealth as their main concern, I recommend Bountiful Wealth.

Russ Noonan

Mark has always contacted me personally whenever it is required or as a check-up. This is usually done over the phone with a follow up message by email. When I have contacted the office with a query he has always called back with the advice for the problem. When going over the information in his office, the information was well presented on the large screen in front of us. This made it easy to see what was being discussed and how it impacts on me. So far this has been very helpful in all aspects of the portfolio/superannuation. Mark is always very polite and calm when dealing with me.

Steve

With the help of a large screen, Mark made it easier for us to understand how he was going to make our investment grow.

Tony & Bev

I have Mark Smith from Bountiful Wealth as my financial advisor, and I am extremely satisfied with the services that Mark and the team provide. I would recommend Bountiful Wealth.

Narelle

Have found Mark most helpful and professional in managing my finances over the years.

Rodney

Michael and the team are very helpful and knowledgeable. Their experience as a team is evident by the speed at which they resolve any issues that arise. I would not hesitate on recommending the Bountiful Wealth team.

Kellie

Mark was recommended to me by a friend, and I found Mark very approachable & professional. Mark listened to me, answered my questions, provided financial advice and a plan for my future.

Melissa Griffiths

Welcome to Bountiful Wealth, where expertise, experience, and dedication combine to help you achieve, grow, and safeguard your wealth.

OUR VALUES

Our team

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