Jules McBean

KDM Financial and Estate Planning

Gold
13 Yrs Experience
Mount Gravatt, QLD 4122

Recent reviews

KDM Financial and Estate Planning

1375 Logan Rd
Mount Gravatt, QLD 4122
Suite 2.05, Level P1, 120 Chalk St
Lutwyche, QLD 4030

Meeting methods

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

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Licensed by

KDM Financial and Estate Planning

AFSL 516642