Kim has been a Financial Planner since 2001 with over 40 years’ experience in investment evaluation and strategy development.

‘I’ve always been a problem solving person, so it’s especially satisfying to be able to apply my skills to helping people in the real world make the most of their money, achieve goals and look after their families.’

Qualifications & Memberships

  • Certified Financial Planner™ Practitioner (CFP), Financial Planning Association of Australia
  • Diploma of Financial Planning, Deakin University
  • Bachelor of Economics, Monash University
  • Bachelor of Science with Honours in Applied Mathematics, University of Western Australia