Working my way up in the Financial Planning industry since 2007, I bring a vast knowledge of expertise in wealth creation and insurance. Using the latest trends in a constantly evolving industry, my aim is to work closely with you to provide quality and comprehensive advice tailored to your unique position.
Whether it be building or preserving wealth, debt management, Centrelink or tax reduction strategies that you require, I am here to help every step of the way.
I am outgoing and friendly, dedicated to building trusting relationships and helping others resolve their financial concerns. Your peace of mind is important to me, which is why I achieve great satisfaction in my role as a Financial Planner.
Kym has been extremely understanding of my needs for now and the future and tailored my income/pension to fit those needs explaining all the reasons along the way.
Kym goes about her business with the knowledge and helpful attitude required by clients resulting in me trusting her with my financial well-being.
I look forward to a long and mutually happy relationship with her.
Kym is sharp and covers every angle. Her communications are relevant and expedient. If you have a question, no matter what it takes, she gets the answer. What else could you ask for.
Kym has been very professional in managing and actioning my superannuation and insurance changes. Kym was very transparent and clear about the outcomes that I was looking to achieve. Kym was very detailed in her analysis of my current and future financial goals. Kym was very timely in responding to all my messages and provided very concise information to all my questions. I would highly recommend Kym to family and friends.
Kym has been wonderful to communicate with and has advised professionally in regards to our claim ,a pleasure to deal with.
Kym has done a good job explaining and enacting a super strategy for me that maximizes income and limits taxes.
- Adviser status Bronze
- Number of reviews 10
- First year providing advice 2017
- Years of experience 6
- Advanced Diploma of Financial Planning
Mint Financial Solutions13 Berrima St
Oakleigh East, VIC 3166
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Finex Wealth Pty Ltd