Jimmy Gordon

HKS Financial Planning Pty Ltd

Bronze

6 Yrs Experience

Coorparoo, QLD 4151

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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.

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

4.50 February 2024

Jimmy made us feel very comfortable and explained all aspects well. As we are new clients we have not had much in the way of transactions yet so cannot comment at this time.

5.00 February 2024

I found Jimmy to be very knowledgeable, confident in his expertise and experience, prompt in activating the agreed plan and extremely helpful with all queries as my first financial planner. I would highly recommend.

5.00 January 2024

Jimmy was Professional and personable and understood what we were trying to achieve financially. I would recommend Jimmy and the team at HKS Financial planning.

5.00 September 2023

Jimmy does a great job! Would highly recommend!

4.50 September 2023

I met Jimmy through my brother in law who is a Client of his. He listened to my own situation and how I could maximize my funds. He has always got back to me when I Sought his help with resolving issues. He is easy to talk with and is is a patient listener. I feel confident with his knowledge and would recommend his services to potential new clients.

Adviser status Bronze
Rating 4.91
Number of reviews 11
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

8:30am – 5:00pm Monday – Friday

Hks Group Licensee Pty Ltd

AFSL 516082

Jimmy Gordon

HKS Financial Planning Pty Ltd

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HKS Financial Planning Pty Ltd

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