Senior Financial Planning Professional with over 20 years experience in all areas of superannuation, tax effective investment, portfolio and personal risk management. Always working with my clients to help them achieve their greatest outcomes.
Free 15min initial discussion to determine your situation, needs and match for our professional services.
Kieren has been my financial advisor for 4 years and I really appreciate his professional advice he has given me. He is friendly, efficient and always responds promptly to clarify things.I highly recommend Kieren to prospective clients. Andrea
Kieren has looked after us for the last 3 years. He has clearly demonstrated his product research and knowledge, by presenting us with options to manage our finances through difficult times. His professional approach has certainly benefited us. We have no hesitation in recommending Kieren to prospective clients. Peter & Sandy
Paola & Francesco, 65+ Years, Toukley, NSW
Kieren has been our finance adviser for the last 3 years.
Since the beginning, we appreciated his friendly, efficient, excellent professional approach.
When we need clarifications and help, He always responds promptly.
We are happy to have Kieren on our side and We really recommend him as finance adviser.
We have been clients of Kieran for two years and have appreciated his professional advice and guidance in regard to our financial future in retirement. Kieran is friendly, courteous, listens carefully and helps to clarify concerns we may have. He responds to enquiries promptly and is prepared to go the extra distance to ensure we are comfortable with advice we receive. He ensures we leave an appointment whether in the office, phone or online meeting in a positive frame of mind and ready to move ahead with our financial plans. We are very happy to recommend him to potential clients knowing he will supply the same standard of service to all persons he works with.
I have valued Kieren's personalised approach and desire to build a strong and trusted relationship. I feel I am not just seen as a client but that he is genuinely interested in my lifestyle and financial needs and working to achieve this.
- Adviser status Platinum
- Number of reviews 28
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Lifestyle Financial ServicesSuite 4.01, 9 Help St
Chatswood, NSW 2067
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd