Jimmy Gordon

HKS Financial Planning Pty Ltd

Bronze
6 Yrs Experience
Coorparoo, QLD 4151

Working in the financial services industry, I have transitioned through assistant and paraplanning roles, to becoming a registered Financial Adviser in December of 2018. I’ve completed a bachelor’s degree in Business majoring in Finance at the Queensland University of Technology as well as a Graduate Diploma in Financial Planning at the University of New England.

I enjoy helping others reach their financial goals and objectives, and pride myself on being ethical, efficient and hardworking. I have a great interest in providing tailored advice in retirement planning, superannuation, wealth creation, personal insurance and estate planning.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.92
  • Number of reviews 13
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

HKS Financial Planning Pty Ltd

Suite 2, 61 Holdsworth St
Coorparoo, QLD 4151

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Hks Group Licensee Pty Ltd

AFSL 516082