Qualifications
& Memberships
- Certified Financial Planner
- Chartered Accountant
- Fellow of the Financial Services Institute of Australia
- Financial Planning Association (FPA)
- SMSF Association of Australia
Areas of
Expertise
With money and financial stability among the top three fears of many Australian, KBH Financial Planning was established to provide financial and investment planning services. We take the time to understand and care about our client’s current and desired financial position. Drawing on our experience and professional education, we explain in plain English, how to set the strongest foundation to construct and maintain the most appropriate financial position given their situation. Their Financial Freedom becomes a shared responsibility.
Meet our team
We make money simple to understand, to give you back control and free up your time…
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Testimonials
“David is fanstastic in giving advice that is thorough, easy to understand & relevent to me. He has helped me in my financial situations and is a very trustworthy adviser. I highly recommend him to anyone seeking financial advice.”
“David is contactable at anytime for advice and has always followed up with any request or inquiry. Patiently explains any advice which I don’t fully understand or question. I am confident he is working in my best interest.”