Kim has been providing financial advice since 1999, assisting her clients in building wealth, protecting wealth and securing retirement.
Kim holds a Bachelor of Commerce (Banking & Finance) and a Diploma of Financial Planning. She’s a CFP® Professional member of the Financial Advice Association Australia.
Kim is passionate about guiding you to your desired outcomes. Central to her approach is to enable you to make decisions with confidence and have a peace of mind about your financial future.
Kim’s advice is based on a full understanding of your existing financial situation and future lifestyle inspiration. Her ongoing advice provides you with the required professional support through various stages of your financial journey and ensures you reach your goals.
Deposit and Payment Products
Government Debentures, Stocks or Bonds
Life Products
Managed Investment Schemes
Retirement Savings Account Products
Securities
Superannuation (all)
Tax (financial) advice services
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Gold
- First year providing advice 2012
- Years of experience 14
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
AdviceWest
Suite 1, 39 Flynn StWembley, WA 6014
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892