Kris Martin
Kdm Financial and Estate Planning Pty Ltd
Recent reviews
Kdm Financial and Estate Planning Pty Ltd
Suite T205, 543 Lutwyche RdLutwyche, QLD 4030
Opening hours
- 9:00am – 5:00pm Monday – Friday
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 3
- First year providing advice 2001
- Years of experience 21
-
Highest qualification
- Master of Business Administration
-
Language spoken
- English
Expertise
My fees
Licensed by
Kdm Financial And Estate Planning Pty Ltd
AFSL 516642
Sort by
Siobhan, 35 - 45 years, Stones Corner, QLD
"Kris has advised me on personal insurance for the last 14 years. During this time he has been proactive, recommended the most appropriate policies, and has taken changing life and financial circumstances into consideration where necessary. Last year he managed an income protection insurance claim for me, and I found the experience to be straightforward and stress-free due to his knowledge, expertise, and prompt and professional communication with myself and the insurer."
- Insurance Protection
Don, 56 - 65 years, Baking Board, QLD
"Kris has been of enormous help in assisting me with my particular issue. He has given sound advice and has taken on a very difficult task which is still ongoing (over 18 months) and still continues with the able assistance of his staff."
- Government Assistance
- Superannuation
- Retirement & Pension
Steve, 46 - 55 years, Paddington, QLD
"Kris is an extremely professional and knowledgeable advisor . I felt very confident in his detailed analysis of my needs and the explaintions and recommendations he gave me regarding wealth protection and risk management."
- Insurance Protection
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
Qualifications & Training
Fellow Chartered Financial Practitioner (FChFP)
- Level
- 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
- Institution
- Mentor Education
- Completed
- 2012
Bachelor of Business
- Level
- 7 - Bachelor Degree
- Institution
- Australian Catholic University (ACU)
- Completed
- 2008
Graduate Certificate in Business Administration
- Level
- 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
- Institution
- Queensland University of Technology (QUT)
- Completed
- 2014
Advanced Diploma of Financial Services (Financial Planning)
- Level
- 6 - Advanced Diploma, Associate Degree
- Institution
- Kaplan Professional
- Completed
- 2012
Master of Business Administration
- Level
- 9 - Masters Degree
- Institution
- Queensland University of Technology (QUT)
- Completed
- 2016
Professional Memberships
Association of Financial Advisers (AFA)
- Membership type
- Practitioner Member
- Opinion
- Services
- Comment
- Questions
- Details
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