BUILD YOUR FINANCIAL FUTURE

To achieve your goals you need a plan that makes sense and someone to help keep you on track. That's where we come in.

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Your Financial Future

We are an experienced team of very good listeners. We'll work together to help you on your financial journey. We are experts in Self Managed Super Funds - but there is much more that we do when Building Your Financial Future.

Contact us today to arrange an initial conversation. It's free - and there is no obligation

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Services

These services form part of our offer for you. If you would like to know more about what matters most to you - make contact today, We'd love to be of help!

Financial Planning

Here at Supernova Financial we help reduce the stress of Financial Planning by doing the hard bit for you. We offer a combination of services and advice tailored to your specific needs. Our friendly staff are here to help you in your financial planning journey. We look forward to helping you achieve your own Financial Freedom

SMSF Advice

We believe our clients have the right to be in control of their own destiny. Self-Managed Super Funds (SMSF) are an alternative to the large retail and industry funds and can give you greater control over your financial future. Being in the driver's seat means you make all decisions and can get your super working for you. Our SMSF Specialist advisers, with over 27 years of experience, can help you in your journey.

Aged Care Advice

In an area heavily regulated by Government, we assist our clients to navigate the complexities of the Aged Care system. Maximising Age Pension whilst minimising Aged Care fees is an important role of our Aged Care Specialist.

Centrelink Advice

We help our clients maximise the Centrelink payment they are entitled to. However, dealing with Centrelink can be a frustrating process and our Centrelink service takes away the need for you to constantly contact and update your situation. Our experienced staff can do all of this for you.

Direct share advice

Our Direct Equities Specialist can assist you to design a portfolio of listed stocks and Exchange Traded Funds (ETFs) to suit your risk profile and your goals. Whether it is income or long-term growth you are seeking, we can use our many years of experience to recommend a bespoke portfolio for your individual situation. Our review service will ensure your portfolio continues to meet your goals and expectations whether in your individual name or via a SMSF

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Our Team

Julie-Ann Norris

Director, Registered Tax Agent, Certified Practising Accountant, Certified Financial Planner, Authorised Representative and Justice of the Peace.

Jan Kerridge

Director, Certified Financial Planner, SMSF Specialist Adviser, Aged Care Specialist, Authorised Representative and Justice of the Peace.

Steve Kerridge

Assistant Financial Planner, Direct Equities Specialist, and develops client investment portfolios. Steve is also responsible for provision of Records of Advices and for share transactions.

Fran Classen

Administration Manager. Fran is responsible for Statements of Advice and Record of Advice implementation, new client and ongoing client support.

Jasmin Thompson

Client Service Manager. Jasmin is responsible for back office tasks, new client and ongoing client support, marketing and client review management. Jasmin also works in the Supernova administration services management and client portfolio reporting.

Sharon Schofield

Supernova administration services management and client portfolio reporting.

Jonty Towle

Trainee in all things back office and currently studying a Bachelor of Commerce.

Helpful Resources

Is a Self Managed Super Fund for me?

Is a Self Managed Super Fund for me?

Is a Self Managed Super Fund for me?

What Our Clients Say

I have been a client of Jan Kerridge and Julie Norris for over 20 years. In that time they have always been friendly and professional, taking the time to get to know my wife and I so that they can provide the best service to us. Their advice has always been gratefully received. When we moved away from the area, we've happily continued as clients because of the quality of their service and flexibility in delivery. I would happily recommend them to anyone seeking financial advice or accounting assistance.

Dave P

I have been with this company since the the beginning and prior with the principal, I have never been given any reason to contemplate changing to an alternate financial service. A wonderful team of professionals that I would highly recommend.

Steven C

Our Location

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The first meeting is free!

Please let us know your details below, we'd love to speak about how we can help you build your financial future!

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