Kim has been advising people to plan well so they can achieve their financial goals and objectives for over 20 years. Kim is an extremely passionate and knowledgeable adviser with a wealth of experience across the financial landscape. In the early 90’s, Kim was based in London where he spent 6 years consulting to multinational financial institutions, including Credit Lyonnais, UBS, Sumitomo Investments and ANZ Bank (London) before returning to Australia in 96’ where he took up the position of Project Finance Manager for Qantas Airways in Sydney.
At the turn of the century, Kim gave up the corporate finance life in-order to pursue his greater passion for helping ‘real people’ achieve their financial goals and objectives through his highly successful finance broking and financial planning business based in Brisbane. In 2007, Kim moved to Dubai in the UAE, and then later Malaysia where he spent the next 10 years specialising in providing tax and financial advice to the Australian expatriate communities throughout the MENA and ASEAN regions, before returning home to Australia with his wife and young daughter Zahra, who was born in Dubai (‘Middle East Princess’), in order to be closer to family and friends.
Since returning permanently to Australia, Kim worked as a Senior Financial planner with the CBA before joining Ascentia Financial Group in December 19’. Kim’s experience and passion for helping people achieve their financial goals, and Ascentia’s ground-breaking embracement and application of 21st century technology in-order to provide quality and affordable financial planning services to their customers is the perfect synergy of knowledge and technology, and Kim is a welcome addition to the Ascentia’s team.
In his downtime, Kim loves to be active and plays squash and tennis regularly, and also does a daily 5am walk with the dog (or more correctly the dog walks Kim). Happily married and with a daughter, Kim embraces the Gold Coast lifestyle and all it has to offer.