Kevin Pass

Pass Financial

5.00
2 Reviews
Silver
29 Yrs Experience
East Perth, WA 6004

Recent reviews

Pass Financial

Suite 4, Level 6, Mint House, 326 Hay Street
East Perth, WA 6004

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1993
  • Years of experience 29
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Annual asset based fee percentage depends on the value of funds under administration/management and the complexity of advice.

Licensed by

Godfrey Pembroke Group Pty Ltd

AFSL 245451

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Kevin has been the financial advisor for my wife and I for 25 years, now in conjunction with his well qualified son Kasey. Kevin helped us manage a transition to retirement including the setting up of our self managed super funds, and continuous advice on investments, risk management, and everything that we need to sleep well at night. Our funds have safely survived the global financial crisis, and have had a healthy and safe growth rate. Several of my friends also use his services and agree with me that they are both highly competent, and completely trustworthy. They and their office staff are always immediately available for any queries by email, phone or at their office. There has never been a problem with their reporting or compliance."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"An excellent, friendly, knowlegeable advisor running a great family business who is very attentive and very much appreciated and trusted by myself and my wife to control and advise on all our financial needs."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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