Kim commenced his career in financial services in 2006. He is passionate about helping clients grow and protect their family and business wealth.
Prior to founding Wealth Architects, Kim held a number of senior roles in both small and large private firms. This has given him a solid foundation and a breadth of skills and experience that each of his clients benefits from.
Kim is a CERTIFIED FINANCIAL PLANNERĀ® which is the highest designation available in the industry. His approach is considered, methodical and detailed; positioning his clients in a manner which gives them the best opportunity to achieve their goals and objectives. He combines his strong technical ability with his genuine approach to offer his clients a truly outstanding experience.
Outside of work Kim enjoys keeping fit and active. Him and his wife Kylie, have a love for travel and often socialise with friends and family.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2009
- Years of experience 15
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Wealth Architects Pty Ltd
Suite 4, 35 Hope StBrunswick, VIC 3056
Licensed by
Insight Investment Services Pty Ltd
AFSL 309996