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.
Jimmy does a great job! Would highly recommend!
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.
Jimmy provided us with detailed analysis of our financial situation with alternate future scenarios which has been essential in helping us make important life choices. His presentation was clear and very understandable and he was able to answer our questions to our satisfaction. We are very appreciative of his services.
We felt that Jimmy was VERY knowledgeable judging by the advice that he gave us. He was VERY friendly and made us feel REALLY at ease. I am looking forward to working with him in the future.
We’ll communicated and I don’t doubt he would be any different with all his clients.
- Adviser status Bronze
- Number of reviews 8
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
HKS Financial Planning Pty LtdSuite 2, 61 Holdsworth St
Coorparoo, QLD 4151
- 8:30am – 5:00pm Monday – Friday
Hks Group Licensee Pty Ltd