Shaye Fatnowna

KDM Financial and Estate Planning

Silver

13 Yrs Experience

Lutwyche, QLD 4030

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I have been in the Financial Services industry since 2008. Originally studying to be an Accountant and wanting to help clients make better financial choices for a better life, I transitioned to financial planning and completed a bachelor degree in Accounting and Financial Planning. I have extensive experience starting my career in one of the big four banks before managing a small practice in Mackay. Most recently, I have been living and working in London before moving home to Brisbane. I am passionate, adaptable, responsible and solution-orientated.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Property Investment
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 July 2023

Shaye has always made herself available to help us with anything that came up through the process of transitioning from two fund managers to one that provided a better situation and fee structure. We have been very happy with her attention and detail in our complex dealings with Centrelink. We would have no reservations in advocating Shaye to our friends and family.

5.00 April 2022

Shaye was very professional throughout this process. We had a few hiccups with 3rd parties but she managed to get everything sorted. Great at explaining and informing, which made it easy for me with decision making. I hope you can reach out to her as well. Thanks Shaye.

5.00 March 2022

Shaye was excellent. We had always just gone with our employer’s super fund and bank for insurance. We had just made a big purchase and Shaye and Callum took care of everything and put in place safety nets should anything happen in the future. Shaye explained everything in plain language and showed us how we would benefit from some small changes. We will not hesitate to use Shaye again!

5.00 November 2021

Timely advice.

5.00 August 2021

Shaye was very helpful and always able to explain information clearly. I would highly recommend her to friends and family.

Adviser status Silver
Rating 4.93
Number of reviews 10
First year providing advice 2011
Years of experience 13
Highest qualifications
- Bachelor of Accounting
- Bachelor of Financial Planning
Language spoken
- English

KDM Financial and Estate Planning

Suite 2.05, Level P1, 120 Chalk St
Lutwyche, QLD 4030

9:00am – 5:00pm Monday – Friday

KDM Financial and Estate Planning

AFSL 516642

Shaye Fatnowna

KDM Financial and Estate Planning

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KDM Financial and Estate Planning

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KDM Financial and Estate Planning