About Me

Kim has a holistic approach to financial planning - understanding the importance of developing long term relationships with her clients based on trust, integrity and sound financial advice. With over 23 years experience in the financial services industry, Kim provides advice on wealth creation strategies, superannuation, pre & post retirement strategies, direct shares, social security, aged care accommodation and estate planning.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®