Jes Alvers

KDM Financial and Estate Planning

Bronze
8 Yrs Experience
Lutwyche, QLD 4030

I'm delighted to introduce myself, with over a decade of commitment to the financial industry, I've honed my skills in retirement planning, maximising Centrelink, aged care advice, insurance solutions, wealth accumulation, debt management, and effective budgeting.

Your financial goals are my top priority, and I'm here to guide you every step of the way.

My approach is rooted in a deep understanding of your unique circumstances, aspirations, and challenges. Through careful analysis and thoughtful planning, I've helped clients put a plan in place to get them one step closer to their goals.

Thank you for considering me as your trusted financial adviser.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

KDM Financial and Estate Planning

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

Opening hours

  • 8:00am – 4:30pm Monday – Friday

Meeting methods

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

Licensed by

KDM Financial and Estate Planning

AFSL 516642