Luke Marshall

Kdm Financial and Estate Planning Pty Ltd

4.90
33 Reviews
Gold
5 Yrs Experience
Lutwyche, QLD 4030

IĀ specialises in providing advice to self-employed professional and small business owners, who have a desire to protect their families, their business and their income.

IĀ advocate and embrace a goals and objectives based financial planning process, to provide my clients with tailored and holistic financial advice.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 33
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualifications
    • Graduate Diploma of Applied Finance
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Kdm Financial and Estate Planning Pty Ltd

Suite 2.05, Level P1, 120 Chalk St
Lutwyche, QLD 4030

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Kdm Financial And Estate Planning Pty Ltd

AFSL 516642