Financial Adviser

Qualifications: FASEA Qualified, Certified Financial Planner, Graduate Diploma of Financial Planning, Self-Managed Superfund Specialist, Commissioner for Declarations, Aged Care Accreditation

Awards: Women in Finance Awards Finalist: SMSF Adviser of the Year consecutively for 2017 and 2018, SMSF and Accounting Awards Finalist: SMSF Adviser of the Year QLD for 2018

A highly qualified, multi-award winning professional, Kim has 34 years’ experience within the Financial Services industry. In her capacity as a Financial Planner, she has dedicated the past 19 years of her career to providing specialist, personal advice to members of superannuation funds.

Kim is passionate about analysing and understanding each of her client’s individual financial situations, and actioning, scrutinising and monitoring investments on their behalf. With her sound recommendations and retirement planning expertise, Kim enjoys educating her clients on how to maximise their money, thereby enabling them to best meet their future financial objectives.

With her astute financial acumen and realistic understanding of how tailored plans need to adapt to changing circumstances, Kim has assisted thousands of individuals with her strategies to create more wealth, reduce costs and eliminate debt.

Away from the Superannuation Advice Australia office, Kim enjoys spending time with her family, exploring new horizons in her camper van, as well as playing a round (or two) of golf.

 

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