Richard Grimshaw

The Bko Group

Silver
22 Yrs Experience
Milton, QLD 4064
I am the Principal of The BKO Group Pty Ltd. BKO is one of the largest practices in the Hillross network. Our business focusses on building long term advice relationships with our clients, that deliver high quality and sophisticated advice to investors that value making informed decisions. We regularly research the market and form views that result in changes to our client porfolios, but each change is individually recommended and presented to clients. We provide a regular review service to all our clients, to ensure that investments and insurance come out of the bottom draw at least once a year. We have attracted clients as small as $100,000 in size up to clients with more than $10m in assets. Each gets a service that they value. We rarely lose a client, because we work so hard to act in our clients interest. We are a Fee-For-Service firm, with the only exception being in the field of Insurance. We invite you to meet with us at try BKO out. We like that we are not like other firms in the industry, and we are confident that you will feel the same after we meet.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

The Bko Group

Level 4, 303 Coronation Dr
Milton, QLD 4064

Opening hours

  • 9:00am – 5:00pm Monday – Friday, Sunday

Licensed by

Charter Financial Planning

AFSL 234665

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Excellent Financial Adviser! Very knowledgeable in many areas and supported by Hillross Financial Services Ltd wealth management, providing top tier financial services. Richard genuinely listens to you and any concerns that you might have and helps to incorporate this into your tailored financial plan and investment strategy, which is clearly detailed and totally transparent. Not inexpensive but good advice never is right! Highly recommend Richard and his team."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1999

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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