Shaye Fatnowna

Kdm Financial and Estate Planning Pty Ltd

Gold
11 Yrs Experience
Lutwyche, QLD 4030
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Bachelor of Accounting
    • Bachelor of Financial Planning
  • Language spoken
    • English

Kdm Financial and Estate Planning Pty Ltd

Suite T205, 543 Lutwyche Rd
Lutwyche, QLD 4030

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Kdm Financial And Estate Planning Pty Ltd

AFSL 516642

4.90
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Timely advice."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaye was very helpful and always able to explain information clearly. I would highly recommend her to friends and family."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Shaye has given me advice in areas including loan products, self managed super funds and managing debt. Shaye was usually able to explain things to me in a clear way. Through Shaye's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Shaye's full care and attention when I needed it.'"

  • Socially Responsible
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaye has given me advice in areas including Growing assets and how I can invest into investment property. Shaye explained everything very in professional manner. That was a great meeting with Shaye. I gained heaps of information and knowledge in regards these services. I highly recommend Shaye services to everyone out there looking for a professional advice."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaye has given us advice in areas including insurance, super, budgeting, information on wills and managing debt. Shaye was always able to explain things to us in a clear way. Through Shaye's knowledge and experience, I feel very confident that the advice given was right for our needs. I felt that we received Shaye's full care and attention when we needed it. If your after someone that gives you straightforward, easy to understand and implement advice. Go to Shaye. Could not recommend her enough."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Shaye was really great and helped me to understand everything that I couldn’t understand properly and made it simple. She is also very professional and knowledgeable in her field. I would recommend to others."

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

"Never planned on seeing a Financial adviser but am extremely glad I did and couldn’t recommend Shaye any more highly."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Accounting

Level
7 - Bachelor Degree
Institution
Central Queensland University (CQU)
Completed
2012

Bachelor of Financial Planning

Level
7 - Bachelor Degree
Institution
Central Queensland University (CQU)
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

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

Give your opinion

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

Provide a score between 1 and 5 stars

How often was Shaye 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 Shaye'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 Shaye to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Shaye?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Shaye 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 Shaye 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 Shaye Fatnowna
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