Kurt Purkiss

Lambourne Partners

Platinum
14 Yrs Experience
Hamilton, NSW 2303
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.

Expertise

  • 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

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 43
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

Lambourne Partners

Level 1, 56 Hudson St
Hamilton, NSW 2303

Licensed by

Godfrey Pembroke Group Pty Ltd

AFSL 245451

4.80
43 Reviews
5
4
3
2
1
4.75
Clear communication
4.80
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 43

Sort by

5.00

"As above statements"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Kurt has been extremely useful in setting us up for our first investment and we are confident he will help us grow as our investment grows."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I found Kurt to be very direct and able to cite clear direction when I was unsure of an issue. I feel confident Kurt’s advice will make me feel more relaxed about my financial future."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kurt has given me advice on management of my self managed super fund and transitioning to retirement. Kurt explains things in simple terms and his knowledge and experience give me a high degree of confidence in the advice that he has given. Kurt and his team are always very responsive to any inquiries or issues that I have."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Kurt has always been attentive and answers all my questions even when I forget the explanation and have to ask again. We have only been clients for a matter of months and look forward to watching our assets grow (substantially)."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Kurt is helping myself and my nephew with responsibly investing money and looking after our future needs. It is important that my 18 year old nephew learns how to manage and make money as after me he is pretty much on his own I feel extremely confident Kurt is the person to do this with him and keep him on the right track."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 43

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

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

Qualifications & Training

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2011

Diploma of Margin Lending and ASIC RG146

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2009

Master of Business

Level
9 - Masters Degree
Institution
University of Newcastle
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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