43 Reviews

Kurt Purkiss

Lambourne Partners Wealth

Platinum

16 Yrs Experience

Hamilton, NSW 2303

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Kurt is an experienced financial planner who specialised in wealth creation, redundancy and retirement planning.

He has more than a decade of experience which includes working for a major international advisory firm and has held roles in both financial planning and in strategic customer relations management.

Kurt has a long standing and proven ability to meet and exceed results for his clients by bringing a unique set of skills and an additional layer of strategy and practical application into the work he undertakes.

Kurt has a MBus from the University of Newcastle, an Advanced Diploma of Financial Services and holds AFP®, SMSF and Margin Lending Accreditation as well as ASX Responsible Executive Accreditation.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Financial Hardship
Redundancy
Aged Care
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 September 2020

As above statements

4.75 February 2020

Kurt has always made us feel reassured. He reconciles our own decisions good and bad by helping us move forward. He demonstrates experience extremely relevant to our demographic and is very patient in his explanation.

5.00 January 2020

Kurt has helped me immensely in managing my finances, superannuation, investment, cash flow and income. I am extremely confident that the strategies that Kurt has put in place will insure that I will be financially secure heading into the future.

5.00 January 2020

Kurt has been invaluable with advice for our employees going through redundancies. I received an enormous amount of positive feedback from the employees.

5.00 January 2020

Kurt has been an exceptional assistance to my daughter in relation to the management of a large insurance payout amount giving her the best support and advice to care for her future health and liquidity.

Adviser status Platinum
Rating 4.80
Number of reviews 43
First year providing advice 2008
Years of experience 16
Highest qualification
- Master of Business
Language spoken
- English

Lambourne Partners Wealth

Level 1, 56 Hudson St
Hamilton, NSW 2303

Lambourne Financial Services Pty Ltd

AFSL 556892

Kurt Purkiss

Lambourne Partners Wealth

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Lambourne Partners Wealth

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Lambourne Financial Services Pty Ltd