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.
Expertise
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 10
- First year providing advice 2011
- Years of experience 13
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Highest qualifications
- Bachelor of Accounting
- Bachelor 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
![KDM Financial and Estate Planning logo](https://resources.adviserratings.com.au/practices/kdm-financial-and-estate-planning-pty-ltd-18004413.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
KDM Financial and Estate Planning
AFSL 516642
![KDM Financial and Estate Planning logo](https://resources.adviserratings.com.au/licensees/kdm-financial-and-estate-planning-pty-ltd-516642.jpg)