Owner
HKS Financial Planning is a boutique financial planning practice specialising in providing solutions for all your superannuation, retirement, investment, and personal insurance needs. It is our aim to offer the most comprehensive and cost effective solutions to your financial and personal protection needs, tailored to your individual situation. HKS Mortgage Broking, a partner company of HKS Financial Planning, operates in-house and allows our clients a unique opportunity to take an holistic approach to planning their finances. With services ranging from home loans, investment loans or refinancing, our lending specialist can provide you with professional advice on choosing the right loan that may help you achieve your lifestyle goals.
I completed a Bachelor of Commerce in Financial Planning and Investments in 2006, joining Suncorp in a paraplanning role. I became a Financial Planner with Suncorp in 2007. I later joined HKS Financial Planning in July 2009. HKSFP is an Authorised Representative of HKS Group Licensee. Specialties: • Deposit and Payment Products • Derivatives • Debentures, stocks or bonds issued or proposed to be issued by a government • Life Products • Interests in Managed Investment Schemes including Investor Directed Portfolio Services • Retirement Savings Accounts (“RSA”) products • Securities • Superannuation • Direct Securities listed on the ASX50 • Gearing / Margin Lending strategies • Self Managed Superannuation Funds
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