Julian Kemm

Jk Financial Solutions

Gold
25 Yrs Experience
Southport, QLD 4215

Recent reviews

Jk Financial Solutions

Suite 31009, Level 10, Tower 3 Southport Central, 9 Lawson Street
Southport, QLD 4215

Opening hours

  • 8:00am – 4:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

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

"When I made an appointment to see Julian, my main objective was to seek advice on protecting my family should something happen to me. I walked into Julian's office with a level of scepticism towards insurance. However, by the end of the meeting I was confident with my new understanding of the way insurance works. Julian had a great level of knowledge and expertise and discussed things on terms that I could understand. Julian communicated with me throughout the process of applying for insurance so I always new what was happening and where I was at. I am now confident knowing that if something should happen to me, my husband and kids will be financially set up which is one major thing less to think about and I thank Julian for that."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Julian assisted me in obtaining personal insurance. In doing so, Julian was thorough in reviewing my personal and financial situation and offered me strategies to ensure I was adequately protected, whilst ensuring the cover remained affordable to me. Julian kept me updated throughout the entire process and allowed me to feel confident in the advice."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • 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

  • Superannuation
  • Insurance Protection
  • Cashflow & Income

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2007

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Bond University
Completed
1996

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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