Damien Roberts

Kp Financial Planning Pty Ltd

Gold
13 Yrs Experience
Kalamunda, WA 6076
I have been working as an adviser for the last 13 years and am a joint director of KP Financial Planning with my brother Greg. We take pride in finding the best outcomes for our clients by taking the time to understand what they want to achieve from our advice and making sure the advice is tailored to meet these outcomes. We use the skills obtained through experience and our extensive and ongoing studies to provide this advice. We are proudly fee for service and have a particular interest in retirement planning. We are available for face to face and online appointments. GDKP Pty Ltd ABN 61 606 192 769 trading as KP Financial Planning is a Corporate Authorised Representative (1237882) of Matrix Planning Solutions Limited, AFSL and ACL No. 238256

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 13
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Taxation (Taxation and Financial Planning)
  • Language spoken
    • English

Kp Financial Planning Pty Ltd

Suite 9, 11 Barber St
Kalamunda, WA 6076

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

4.70
13 Reviews
5
4
3
2
1
4.60
Clear communication
4.50
Knowledge & expertise
4.90
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.75

"Damien has always discussed with us our expectations from our investment and superannuation and the level of risk we were comfortable with. He has then advised us and taken action with our agreement utilising his knowledge and expertise of the financial markets. Damien has always responded promptly to any queries we have had and we have always felt comfortable in our discussions with him. Damien has always given us first class service even though we only have a small financial package."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Damien had previously given advice on moving from a SMSF to public domain financial instruments in order to provide an ongoing pension together with Centrelink payments. I must say, that I have been extremely pleased with the financial outcome. Damien's advice has been well researched and thoroughly discussed prior to implementation. He is always willing to discuss alternative arrangements where he sees a financial gain and, of course, the potential risks. He is always up front with the expected costs involved."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien always makes contact with me when it is time to review my investment strategies and superannuation situation. A suitable time and date that suits both is then organised for us to meet. Being a long term client of Damien I feel very confident that the advice given is relevant to my needs/situation and value Damien's knowledge in relation to an array of investment opportunities. I also appreciate the chance to discuss any issues I am unsure of. After my meeting with Damien I always receive a RECORD of ADVICE which includes Investment Recommendations including a breakdown of how my funds will be invested."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Damien helped me with my super funds pension He was usually able to explain things in a clear way but when I had trouble understanding I trusted his judgement"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien has given me advice in areas including loan products and self managed super funds for over 20 years.Damien was able to clearly explain things. Damiens knowledge made me feel confident in the advice i was given, Damien is always contactable and prompt in dealing with situations as they occur, ,l would highly recommend him to anyone looking for financial advice"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"As I struggle to understand a lot of financial issues and terminology I would not say that it is a deficit on Damien's part that I don't always fully understand everything he is sending to me or explaining. He is very patient with his explanations. But I ensure I understand enough to ensure I am safe. I do think he has my best interest in mind and listens to me very well. He is achieving what I set out to achieve by engaging him as my financial adviser."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have known Damien for many years, having initially been clients of Damien's father from 1998 till he retired and Damien took over. He has always been very helpful, especially when we retired and were able to apply for an age pension. Damien guided us very ably throughout that process and has contnued to do so. He keeps in touch regularly and will always assist if we need help or advice. Damien makes suggestions when needed and always explains his reasons fully. We feel very confident that he has our best interests in mind and are happy to be guided by him."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"We have known Damian and his father, Pat for 20 years. During that period, our retiring years, we have asked for their advice and assistance. We have been well treated and followed advice that has been given."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We trust Damien's advice. He is both ethical and professional. We were having problems in continuing our management of our investments and superannuation. He advised us on a spread of investments - including annuities which we had not previously invested in. The strategic reviews are greatly valued and we consider that we are as well placed as possible in a dynamic and uncertain investment world. We believe we receive first class advice are most satisfied customers."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien has advised me for several years now and has more than delivered regarding all aspects of financial planning, superannuation and insurance protection.I am very pleased that he is at the helm."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Graduate Certificate in Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
The University of Western Australia (UWA)
Completed
2020

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2016

Master of Taxation (Taxation and Financial Planning)

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Damien's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Damien able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Damien's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Damien to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Damien?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Damien provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Damien may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Damien Roberts
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens