Kim commenced her financial services career in 1991 with the Commonwealth Bank and held various positions in the fields of personal and commercial lending with organisations including: The Bank of Queensland, The Defence Force Credit Union and finally Suncorp Business Banking before joining Jason to establish N-Q Financial Solutions in 2005. Kim completed a Certificate IV in Financial Planning in 2003 and a Certificate III in Business in 2006. Kim’s role at N-Q Financial Solutions includes liaising with clients, administration of our ongoing customer review program and assisting Jason with the preparation of customer financial plans and advice documents.
Support staff are not authorised to provide advice under the Australian Unity Personal Financial Services Australian Financial Services Licensee.
- What do you enjoy the most about working in the financial planning industry? I really cherish and value the friendships we have developed with our clients immensely (many of whom have remained with us since we commenced our business in 2005)
- What is your best tip for personal insurance? Not to take the importance of insurance protection lightly. Making sure that you and your family are protected against life’s unexpected events should be of major importance. Take the time to consider your decision and be sure to obtain specialist advice to make sure you have cover that is appropriate for your needs. Don’t forget to check our Insurance Guides under the fact sheets tab for more tips!
- How do you spend your time away from N-Q Financial Solutions? I like to keep active whenever I can, including kayaking, stand up paddle boarding, cycling, afternoon walks and going to the gym.