The Financial Planning Association of Australia The Financial Planning Association of Australia

Greg Roberts, AFP®


Name Greg Roberts, AFP®
Company KP Financial Planning
Address 9/ 10 Barber Street
Kalamunda, WA 6076
Phone 08 92933855
Email [email protected]
Website http://www.kpfinancialplanning.com.au

I began financial planning in 1998 when my father asked me to join him. My brother Damien joined us a little later and we all worked together until 2016 when our father passed away. My brother Damien and I now run the business together.

Both Damien and I believe that in order to provide clients with the best advice, we need to be as skilled as we can be, so we've both taken up additional studies to better ourselves. I recently completed my Masters in Taxation at Curtin University.

Our specialty has always been helping people achieve their retirement goals. It’s the area we feel we can add the most value and we enjoy the challenge of making it possible.

We are a fee for service practice so everyone is always clear on exactly what they are paying. We do offer a free initial consultation to establish if we can help or not and to advise you what the costs will be if you wish to proceed down the advice path.

Our goal is to help people put their financial puzzle together, can we help you with yours?

GDKP Pty Ltd ABN 61 606 192 769 trading as KP Financial Planning is a Corporate Authorised Representative (1237882) of Matrix Planning Solutions Limited, AFSL and ACL No. 238256

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