WHITES IFM - Key Persons
Warren Buffett has now achieved an average return of 19.7%pa over a 48 year period compared with the S&P Index of 9.4%. Overall gain of 586,817% (
Richard joined Whites IFM at the end of 2011 following 31 years working in Australian and international financial markets. He initially worked as an economist in Brisbane for six years before relocating to the UK for further studies in 1984. Richard was employed by several investment banks in London and Sydney before returning to Brisbane with Suncorp as Head of Capital Markets in 1996. In 2005 he joined DDH Graham Limited as Fund Director, responsible for running the DDH Preferred Income Fund.
Richard holds a B Ag Econ. Degree from Queensland University and an MBA from London University.
Job Titles:
- Authorised Representative
- Principal of Rob Kerr & Co
Rob is principal of Rob Kerr & Co, an accounting practice based in Sydney that focuses on Superannuation and Self-Managed Super Fund (SMSF) services.
Rob has 35 years experience in banking, finance and accounting working for Stockbroking firms and Banks both domestic and international.
Rob provides a Sydney presence for Whites IFM in the areas of superannuation, accounting and taxation services predominately for private clients and small business.
Rob holds a Degree in Economics and Accounting from Macquarie University and is a Fellow of CPA Australia, a Fellow of Chartered Secretaries Australia and a Fellow of FINSIA.
Simon is the founding principal of Whites IFM Pty Ltd. Simon has 30 years experience in accounting, banking, stockbroking and financial advice. After spending eight years in Brisbane as an accountant, he worked in banking in London and Sydney before returning to Brisbane in 1991. After a few years as a company accountant he entered the financial advice industry working for a boutique advisory firm and a stockbroking firm. In 2005, Simon started his own company - Whites IFM.
Simon holds a B Bus Acctg. from Qld University of Technology and is a CPA (PFP).