I have worked in the financial services industry since 1998, including ten years working for Australia’s largest mutual bank in a regional management role.
I qualified to pratice as a Financial Adviser in 2013 after several years of balancing study and a full time Banking Management role.
I enjoy working with clients who are committed to long-term retirement planning and the steps required to take control of their futures.
My greatest satisfaction comes from helping people understand finances and becoming financially confident.
I feel I explain the world of Finance and Superannuation in simple terms that clients understand and cut out all the jargon that the industry uses.
Kevin has been managing our superannuation fund for close to 20 years and over this time we have seen steady growth even throughout some difficult global and national challenges. Customer focused with a friendly, timely and professional service. Keep up the great work Kevin.
It is always a pleasure to deal with Kevin. Speaks in a language that you can always understand and I always feel comfortable asking questions.
Called on Kevin for annual review Discussed possible pension strategies . Kevin is confident and explains issues clearly
Kevin has given me advice that has kept my funds growing.
- Adviser status Silver
- Number of reviews 37
- First year providing advice 2014
- Years of experience 9
- Advanced Diploma of Financial Planning
Blue Harbour Financial PartnersLevel 1, Raby Bay Harbour, 152 Shore St W
Cleveland, QLD 4163
Fortnum Advice Pty Ltd