Joel Bullimore

Kdm Financial and Estate Planning Pty Ltd

Silver
8 Yrs Experience
Lutwyche, QLD 4030

Recent reviews

Kdm Financial and Estate Planning Pty Ltd

Suite T205, 543 Lutwyche Rd
Lutwyche, QLD 4030

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 9
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Licensed by

Kdm Financial And Estate Planning Pty Ltd

AFSL 516642

4.85
9 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—9 of 9

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5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Joel has given me advice in areas including Superranuation and shares. Joel was usually able to explain things to me in a clear way. Through Joel's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Joel's full care and attention when I needed it.'"

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

"Joel Bullimore @ KDM FINANCIAL has been taking care of financial and aged care matters for us as one of 3 enduring powers of attorney on behalf of my brother John after sale of his home and subsequent placement in a aged care facility due to ill health. Joels valued thorough knowledge has been such a help in these complicated unexpected life matters. Joel has been extremely supportive compassionate and understanding dealing with all 3 Power of Attorneys. Joel explained clearly, went over and beyond to formulate collaborative investment strategies that were flexible responsive and tailored to Johns needs. Thoroughly recommend and appreciative of Joels valuable attentive service always available and willing to assist. Always impeccable attention to detail."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"To help us meet our financial goals, Joel has advised us on superannuation, first home super saver scheme, insurances and financial planning. Joel is professional and very responsive to our requests and keeps us informed of his progress in implementing the advice provided to us. Joel's explanation of his advice to us was very clear, and I feel confident it meets our financial goals and needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"My wife and I are mainly associated with Joel in the area of Estate Planning at this stage and are very happy with his service and the help given to us in this field. We look forward to a long association with him on this very important topic to us."

  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Joel is a clear and calm communicator and always happy to explain matters further. He has been attentive and responsive to our needs and timeframes."

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

"Joel and the team at KDM were detailed, supportive, genuine, cost effective and time efficient. They have an excellent understand of my financial and life goals and I'm impressed with how they go the extra mile to help me achieve them."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joel was amazing to deal with, very prompt and willing to break things down for me to understand. Very highly recommended his services!!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

FASEA Exam

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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