Sophie Kerin
Sophie Kerin assists Chris Humphrey Private Wealth Management in all facets of the business, with the exception of providing clients with investment and financial advice.
Sophie's role includes:
- Preparing Statements of Advice;
- Assisting clients compile financial records;
- Organising personal insurance for clients;
- Preparing promotional material.
Sophie is currently completing a Bachelor of Business at Queensland University of Technology (QUT) Gardens Point Campus, Brisbane. Sophie will complete her degree in 2010.
After Sophie completes her degree she intends on completing a Graduate Diploma of Financial Planning in Brisbane through Kaplan, so that she can provide clients with investment and financial advice.
