I'm delighted to introduce myself, with over a decade of commitment to the financial industry, I've honed my skills in retirement planning, maximising Centrelink, aged care advice, insurance solutions, wealth accumulation, debt management, and effective budgeting.
Your financial goals are my top priority, and I'm here to guide you every step of the way.
My approach is rooted in a deep understanding of your unique circumstances, aspirations, and challenges. Through careful analysis and thoughtful planning, I've helped clients put a plan in place to get them one step closer to their goals.
Thank you for considering me as your trusted financial adviser.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 5
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
KDM Financial and Estate Planning
Suite 2.05, Level P1, 120 Chalk StLutwyche, QLD 4030 1375 Logan Rd
Mount Gravatt, QLD 4122
Opening hours
- 8:00am – 4:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
KDM Financial and Estate Planning
AFSL 516642