I have been in the Financial Services industry since 2008. Originally studying to be an Accountant and wanting to help clients make better financial choices for a better life, I transitioned to financial planning and completed a bachelor degree in Accounting and Financial Planning. I have extensive experience starting my career in one of the big four banks before managing a small practice in Mackay. Most recently, I have been living and working in London before moving home to Brisbane. I am passionate, adaptable, responsible and solution-orientated.
Shaye has always made herself available to help us with anything that came up through the process of transitioning from two fund managers to one that provided a better situation and fee structure. We have been very happy with her attention and detail in our complex dealings with Centrelink. We would have no reservations in advocating Shaye to our friends and family.
Shaye was very professional throughout this process. We had a few hiccups with 3rd parties but she managed to get everything sorted. Great at explaining and informing, which made it easy for me with decision making. I hope you can reach out to her as well. Thanks Shaye.
Shaye was excellent. We had always just gone with our employer’s super fund and bank for insurance. We had just made a big purchase and Shaye and Callum took care of everything and put in place safety nets should anything happen in the future. Shaye explained everything in plain language and showed us how we would benefit from some small changes. We will not hesitate to use Shaye again!
Shaye was very helpful and always able to explain information clearly. I would highly recommend her to friends and family.
- Adviser status Silver
- Number of reviews 10
- First year providing advice 2011
- Years of experience 12
- Bachelor of Accounting
- Bachelor of Financial Planning
KDM Financial and Estate PlanningSuite 2.05, Level P1, 120 Chalk St
Lutwyche, QLD 4030
- 9:00am – 5:00pm Monday – Friday
KDM Financial and Estate Planning