Jules McBean

KDM Financial and Estate Planning

Platinum
13 Yrs Experience
Mount Gravatt, QLD 4122

Recent reviews

KDM Financial and Estate Planning

1375 Logan Rd
Mount Gravatt, QLD 4122
Suite T205, 543 Lutwyche Rd
Lutwyche, QLD 4030

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 17
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

KDM Financial and Estate Planning

AFSL 516642