Joel is an experienced adviser with over 10 years experience in the financial services industry.
As an adviser, Joel is truly interested in his client’s needs and objectives; his ethical and caring demeanour elicits trust and respect, taking a holistic approach to financial planning.
We have no hesitation in recommending Joel Bullimore of KDM Financial and Estate Planning.
Having had two negative experiences with financial planners in the past, we were obviously concerned about engaging someone to help us negotiate the streaming of our super.
The task of streaming the super was not straightforward and the task was beyond us.
We sought help from our accountant, and she recommended Joel. Joel was their go-to-person for jobs like this.
JoeI, aided by Vincent Aw, ticked all boxes. The cost was reasonable and was clearly explained to us at the outset.
As with most people there were a few things which we did not understand. Joel patiently and clearly explained everything.
Had we not used Joel, we would have landed ourselves in a financial minefield. As it is, we are in the process of streaming our super, and once we were over the initial skepticism, it has been very stress free.
Joel has always been very helpful when I have needed advice. His friendly and approachable manner is always welcoming and reassuring when it comes to my financial matters. Totally would recommend Joel to family and friends if they were in need of any financial advice. Thanks Joel. 5 stars.
Joel is very knowledgeable and professional, also easy to approach if I have any questions to ask. Highly recommended.
Our prior financial Planner recommended Joel to us so we are relatively new customers. From the beginning he put us at ease with his knowledge of our affairs and we found him easy to talk to, he will listen, and he is easy to contact. We are very happy with his service and advise to date.
Joel gave me expert advice in life insurance, disability and income protection product acquisition to enable my move from my existing Insurance provider to a new provider with far better premium rates. Joel continually explained the process step by step in easily understood terms and continually stayed in contact and kept me updated. Through Joel's expert knowledge and experience, I feel very confident that the advice given was right for my needs. I would highly recommend Joel to anyone requiring expert advice and consulting services in the purchase of life insurance and disability financial products.
- Adviser status Bronze
- Number of reviews 13
- First year providing advice 2014
- Years of experience 9
- Bachelor of Commerce
KDM Financial and Estate PlanningSuite 2.05, Level P1, 120 Chalk St
Lutwyche, QLD 4030
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
KDM Financial and Estate Planning