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.
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.
Pass FinancialSuite 6, 2 Richardson St
West Perth, WA 6005
- Adviser status Silver
- Number of reviews 2
- First year providing advice 1993
- Years of experience 30
- Certified Financial Planner (CFP)
Annual asset based fee percentage depends on the value of funds under administration/management and the complexity of advice.
Godfrey Pembroke Group Pty Ltd