Meet Kent

Kent joined our financial planning team in 2021, and oversees the financial planning team to help our clients reach their financial goals.

With more than 15 years of industry experience, Kent has specialist knowledge and advice in pre-retirement and retirement planning, as well as wealth creation, superannuation and risk management strategies.

Kent prides himself on building long-term rapport with his clients and enjoys helping them to make the right financial decisions to achieve a financially secure future.

Professional qualifications and memberships

• Graduate Diploma Financial Planning
• Advanced Diploma Financial Services
• Member: Financial Advice Association Australia (FAAA)
• Responsible Manager of our AFSL

Area's of specialty:

• Personal financial planning and strategy
• Superannuation and SMSF advice
• Risk insurance and protection strategies
• Retirement planning and wealth accumulation
• Ongoing financial advice and portfolio management