Xan Kitchin

Wealth Connexion Pty Ltd

Gold
13 Yrs Experience
Kangaroo Point, QLD 4169

We provide our clients with the confidence to make informed decisions about their future.

“Our values are simple – the provision of the highest standards of comprehensive holistic financial planning advice and an uncompromising commitment to the highest standards of service.”

We take immense pride in being a relationship-based financial advisor business in Brisbane that provides clients the confidence to make informed financial decisions.

Wealth Connexion’s six core drivers of performance that are constantly reviewed and fine-tuned are:

Professionalism – continously and objectively challenging the status quo i.e. doing things better.

Client Best Interest – providing peace of mind, value and confidence so that you are able to make informed financial decisions.

Client Service – the keystone of our service offering.

Compliance – the most important undertaking of advice businesses.

Expertise Education Experience – we are committed to investing in our staff’s development so that we may provide best in class service to our clients.

Continuous Improvement – the only way to remain relevant and ensure our value to clients is maintained at the highest level.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualifications
    • Bachelor of Business (Accounting)
    • Bachelor of Economics
  • Language spoken
    • English

Wealth Connexion Pty Ltd

35 Cairns Street
Kangaroo Point, QLD 4169

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523