Damien Roberts

Kp Financial Planning Pty Ltd

Gold
13 Yrs Experience
Kalamunda, WA 6076

I have been working as an adviser for the last 13 years and am a joint director of KP Financial Planning with my brother Greg.

We take pride in finding the best outcomes for our clients by taking the time to understand what they want to achieve from our advice and making sure the advice is tailored to meet these outcomes.

We use the skills obtained through experience and our extensive and ongoing studies to provide this advice.

We are proudly fee for service and have a particular interest in retirement planning.

We are available for face to face and online appointments.

GDKP Pty Ltd ABN 61 606 192 769 trading as KP Financial Planning is a Corporate Authorised Representative (1237882) of Matrix Planning Solutions Limited, AFSL and ACL No. 238256

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 13
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Taxation (Taxation and Financial Planning)
  • Language spoken
    • English

Kp Financial Planning Pty Ltd

Suite 9, 11 Barber St
Kalamunda, WA 6076

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256