Kerrie O’Leary CA, CTA, BComm, CPP, Founding Member of SAPEPAA
Tax Manager
Kerrie grew up in Adelaide and spent his early years enjoying life and participating in lots of Sports. He studied Accounting and worked for public practice firms in Adelaide for a few years.
While at university Kerrie met Amy who spent her childhood years in Tumby Bay. In 2008 Kerrie and Amy decided to move back to Port Lincoln to start their married life.
Since then Kerrie has worked for different accounting firms cementing his knowledge of accounting for different businesses, individuals and their various unique attributes.
Kerrie has a particular affinity and extensive experience working with and being the primary adviser for many primary producers and other business clients.
He loves to study and has maintained the highest qualifications in accounting, taxation, superannuation and strategy particularly for business clients and primary producers.
To keep these levels of qualifications, Kerrie needs to undertake extensive professional development every year in all areas of the advice business.
Kerrie is married to Amy and has two daughters, Lily & Georgie who attend the local college.
Kerrie is passionate about delivering high quality service to his growing base of clients.
He has a particular interest in sport, especially football. Kerrie is a board member of the Port Lincoln Football League which is manages the Finance, Revenue and Sponsorship portfolios for the League.
In his spare time Kerrie enjoys spending time with Amy & his girls, watching them play sport for both St Mary’s Netball and the Roadrunners Softball Clubs.
Kerrie is also an experienced football umpire and is a panel member of the Port Lincoln Football League umpiring ranks and umpires both the men’s and women’s competitions each week.
Kerrie has the following memberships and training:
Chartered Accountant
Holder of a Chartered Accountant’s Public Practicing Certificate
Chartered Tax Advisor of the Tax Institute of Australia
Bachelor of Commerce degree
Registered Tax Agent
ASIC RG146 Compliant – Offer Advice & Strategy in Superannuation & Self-Managed Superannuation Funds – All