Personal connection is central to Kim’s approach as a Private Wealth Adviser. While providing strategic financial advice is essential, his focus is on ensuring each strategy meaningfully supports clients’ lifestyle priorities and personal goals.
Kim has built a deep and broad base of technical expertise since commencing his career as a financial planner in 1984. This experience allows him to translate complex, jargon‑heavy areas of advice into clear, practical guidance clients can understand and apply with confidence. His expertise spans superannuation and retirement planning, taxation, Centrelink, investment structures and portfolio construction, supporting clients across every stage of life.
Outside of work, Kim enjoys spending time with his wife Kathy, family and friends — particularly their two sons, Jake and Alexander. He also enjoys boating and motorbike riding in his downtime.