Kerry Sourasis has worked in banking and finance since June 1980, following two years of teaching adults in the TAFE education system. In 1989, Kerry became an authorised representative in a small boutique financial planning firm and in April 1992 specialised in Corporate Superannuation sales and management with the National Australia Group.
Since July 2001 her focus has been on Financial Planning at both the individual and corporate level. Kerry has extensive experience in managed funds, superannuation, retirement planning and property investments. She also has expertise in self-managed superannuation funds and was a member-directed Trustee for the National Australia Group Staff Superannuation Fund (corporate superannuation fund). Her main focus is on helping her clients to create and protect wealth tax effectively so that in retirement they can maintain or extend their lifestyle options.
Tell me a bit about yourself...
What are your interests outside of work? My interests are any many and varied. I love learning and experiencing new things, so am willing to have a go at just about everything. But let’s start with “socializing”. I love catching up with family and friends and sharing a joke or two, some good food, good wine, good music – good cheer in general. I also love going to the movies, reading a book, going to the ballet, theatre, concert or any of those things. Let’s not leave out travel. The Mediterranean sun does a good job of rejuvenating my spirits and I have now become addicted to the lifestyle so it means I will be working for a long while yet – lucky I love my job and hopefully I’ll stay healthy! Healthy hmm .. does that mean I need to add “walking” to my interests?
What is your Star sign? I’m on the cusp, so that means I’m a cross between a Gemini and a Taurus. I think I’m more Gemini because I’m adaptable, loving, caring, but I am also determined, dependable, fun.
What is your favourite holiday destination? Unfortunately I don’t have one favourite holiday destination. I love exploring anywhere really but I am partial to Europe including England, Scotland and Ireland. I don’t mind if it’s Ireland, France, Spain, Switzerland, Italy, Malta, or Greece. I love it all, but, as Jason says, we always end up in Kos, a lovely Greek island on the south Turkish coast (my birthplace).
If you could invite 6 people for dinner, living or historical, who would they be? I would have Queen Elizabeth to ask her what she would do differently if she had her time over again, Margaret Thatcher to see if she has mellowed, Mother Theresa to be motivated by her compassion and love of mankind. We need some light entertainment as well, so Bob Hope would be on the list! Perhaps Lauren and Hardy (the young edition) – now that would be fun! But there are so many beautiful people in the world I think I would need several dinner parties to be satisfied.
If someone was going to provide you with financial advice, what would you want to know about them? Firstly, they need to know what they’re talking about (qualification and experience). Secondly they must have achieved financial goals themselves (knowhow) and thirdly, they need to be able to think broadly, viewing the situation objectively and from a number of different angles (because there is more than one way to achieve your objectives).