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Glen Killen

 Glen Killen

Share profile:
22 The Mainsail
Port Macquarie
NSW
2444
AU

Overview CONTACT THE ADVISER

Glen Killen Glen Killen

total Reviews

30

Experience

12yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Strategy Financial Consulting Pty Ltd
Strategy Financial Consulting Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Avalonfs Pty Ltd
Avalonfs Pty Ltd
Expertise
Building SuperBuilding Super
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Small Business AdviceSmall Business Advice
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $1925
  • Ongoing Advice starting from $3300

My fees are based upon the amount of time and costs involved in providing advice to clients. My fees are not based on the amount of money that a client has available to invest.

Latest Customer Reviews (3 of 30 total)See all

"Glen is one of the smartest businessmen I know -- and my husband and I are glad to know him. "

Colette, 46-55 29 Jan 2016

"Glen's attention to detail and his methodical explanations of situations, strategies, and outcomes is most appreciated. Glen comes to us with a very good track record in an associated advisory role, and responds promptly to our queries and requests. As new clients in our 50's we look forward to a secure financial future with Glen's guidance."

Dugal, 46-55 26 Oct 2015

"Glen has been our financial adviser for the past 7 years. He has a wealth of knowledge, is very professional, explains things thoroughly and nothing is too much effort. I would recommend him to anyone."

Rita, 56-65 24 Oct 2015

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 12 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

22 The Mainsail, Port Macquarie
NSW 2444 Australia

Office hours

Monday:   8AM to 4PM
Tuesday:   8AM to 4PM
Wednesday:   8AM to 4PM
Thursday:   8AM to 4PM
Friday:   8AM to 4PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 30 Total Reviews
Colette, 46-5529 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glen is one of the smartest businessmen I know -- and my husband and I are glad to know him. "

Dugal, 46-5526 Oct 2015
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Glen's attention to detail and his methodical explanations of situations, strategies, and outcomes is most appreciated. Glen comes to us with a very good track record in an associated advisory role, and responds promptly to our queries and requests. As new clients in our 50's we look forward to a secure financial future with Glen's guidance."

Georgina, 46-5524 Oct 2015
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%
Rita, 56-6524 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glen has been our financial adviser for the past 7 years. He has a wealth of knowledge, is very professional, explains things thoroughly and nothing is too much effort. I would recommend him to anyone."

Garry, 56-6524 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glen has been a great help to me when I recently started a small business. Always approachable and knows his stuff."

Judy, 35-4524 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Genuine, extremely knowledgeable, always contactable"

Chris, 56-6523 Oct 2015
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"I feel glen is passionate about what he does and he always has time to discuss things with you and I like both of these attributes. Chris. 2431"

Nikki, 46-5523 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glen is absolutely wonderful. He has made my understanding of finances so much easier than my previous advisors! I never feel that I am an inconvenience "

Dominique , 35-4511 Nov 2014
Expand
Overall customer rating
92%
- Communication
88%
- Knowledge & Expertise
88%
- Customer Care
96%
- Recommendation
96%
Ruth, 46-5508 Nov 2014
Expand
Overall customer rating
98%
- Communication
96%
- Knowledge & Expertise
96%
- Customer Care
100%
- Recommendation
100%

"Glen is always very up to date & makes difficult topics easy to understand"

steve, 65+07 Nov 2014
Expand
Overall customer rating
99%
- Communication
98%
- Knowledge & Expertise
98%
- Customer Care
100%
- Recommendation
100%

"Glen is entrusted with guiding our financial future, and we trust his competence and knowledge to provide good results."

Phillip, 46-5506 Nov 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glen investment recommendations are easy to understand and have significantly simplified the portfolio whilst at the same time improving investment returns. Glen is a very high quality adviser and a great bloke. If your looking for a financial adviser Glen is your man!"

Jeremy, 65+06 Nov 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"No commissions are involved, Glen's investment advice follows a pattern which very much suits me and my risk profile, and in addition Glen is very aware of taxation, succession and Centrelink implications of the investment advice he offers."

Judy, 35-4506 Nov 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glen has been my financial adviser now for over 10 years. He gives me current, easy to understand, well researched information on any questions I have regarding money. I am always very grateful for his assistance and I trust him implicitly."

Roy, 46-5506 Nov 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have already referred Glen to a number of friends and family. His expertise is excellent and the returns he achieves for me have been exceptional. One of the best life decisions i made was to engage the services of a financial planner - and in particular Glen Killen"

Ralph, 65+05 Nov 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
Trent, 35-4505 Nov 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Financial planners/advisors need to be like Glen 100%, as my previous 3 planners do not even come in the same league as Glen!! I trust my financial wealth building to Glen 100% and always encourage my friends and family to him very strongly!!"

Stephen Purcell , 46-5502 Nov 2014
Expand
Overall customer rating
97%
- Communication
94%
- Knowledge & Expertise
94%
- Customer Care
100%
- Recommendation
100%
John, 65+31 Oct 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Knows his job, very friendly easy to talk to, always take the time to talk and keep in touch, I would recommend him to everyone."

Kristy, 35-4531 Oct 2014
Expand
Overall customer rating
86%
- Communication
73%
- Knowledge & Expertise
73%
- Customer Care
100%
- Recommendation
100%
1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

CAPSTONE FINANCIAL PLANNING PTY LTD
WEALTH ON TRACK PTY LTD

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
7
Customers

#2
Building Super
STRENGTH
6
Customers

#2
Savings Investment
STRENGTH
6
Customers

#3
Tax Effective Strategies
STRENGTH
5
Customers

#4
Managing Debt
STRENGTH
3
Customers

#4
Self Managed Super Funds
STRENGTH
3
Customers

#4
Small Business Advice
STRENGTH
3
Customers

#5
Eco Friendly Investments
STRENGTH
2
Customers

#5
Estate Planning
STRENGTH
2
Customers

#5
Insurance Protection
STRENGTH
2
Customers

#5
Loan Products
STRENGTH
2
Customers

x

Overall rating

100%

Glen Killen

Company: Strategy Financial Consulting Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Glen Killen is a member of and in what capacity, the licensee or company of Glen Killen and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Glen Killen (see report card scoring)

Qualifications: 75%

Compliance: 100%

Experience: 100%

Quality of Advice: 96%

Customer Satisfaction: 100%