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.
As above statements
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.
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.
Kurt has been invaluable with advice for our employees going through redundancies. I received an enormous amount of positive feedback from the employees.
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
- Number of reviews 43
- First year providing advice 2008
- Years of experience 15
- Master of Business
Lambourne PartnersLevel 1, 56 Hudson St
Hamilton, NSW 2303
Godfrey Pembroke Group Pty Ltd