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