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KDM FINANCIAL AND ESTATE PLANNING PTY LTD
AFSL 516642 · ABN 29130240578 · LUTWYCHE, QLD · Licensed since 2019
IndependentSingle State
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10
Advisers
9.6 yrs
Avg. adviser experience
1
States
20%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 20%SMSF Assoc. 10%
% of current advisers holding each professional membership
States: QLD
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