Jimmy Gordon

HKS Financial Planning Pty Ltd

Bronze

6 Yrs Experience

Coorparoo, QLD 4151

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Working in the financial services industry, I have transitioned through assistant and paraplanning roles, to becoming a registered Financial Adviser in December of 2018. I’ve completed a bachelor’s degree in Business majoring in Finance at the Queensland University of Technology as well as a Graduate Diploma in Financial Planning at the University of New England.

I enjoy helping others reach their financial goals and objectives, and pride myself on being ethical, efficient and hardworking. I have a great interest in providing tailored advice in retirement planning, superannuation, wealth creation, personal insurance and estate planning.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

5.00 October 2024

Jimmy helped Gary & I understand what we need to do in the next 10 yrs leading into our retirement. Jimmy explained what our options were and what was the different outcomes of choices we suggested. We are extremely happy with his advice and guidance. Not having a lot of knowledge or experience with these things, we appreciate that he explained it to us, so we understood. Thanks Jimmy

5.00 June 2024

Jimmy was a great help. Clear communication and expectations along the way. Easy to understand and detailed advice that appears to cover all our needs.

5.00 June 2024

Jimmy has been a wonderful and knowledgeable adviser who has always responded promptly to my requests for information and has never made me feel like I am a nuisance or a bother. He explains things thoroughly and usually provides prompt email responses to my questions.

4.50 February 2024

Jimmy made us feel very comfortable and explained all aspects well. As we are new clients we have not had much in the way of transactions yet so cannot comment at this time.

5.00 February 2024

I found Jimmy to be very knowledgeable, confident in his expertise and experience, prompt in activating the agreed plan and extremely helpful with all queries as my first financial planner. I would highly recommend.

Adviser status Bronze
Rating 4.93
Number of reviews 14
First year providing advice 2018
Years of experience 6
Highest qualification
- Graduate Diploma of Financial Planning
Language spoken
- English

HKS Financial Planning Pty Ltd

Suite 2, 61 Holdsworth St
Coorparoo, QLD 4151

8:30am – 5:00pm Monday – Friday

Hks Group Licensee Pty Ltd

AFSL 516082

Jimmy Gordon

HKS Financial Planning Pty Ltd

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HKS Financial Planning Pty Ltd

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