Kurt Purkiss
Financial Adviser
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About
Kurt Purkiss is an ASIC-registered financial adviser based in East Gosford, NSW, dedicated to helping individuals and families achieve their financial goals. With a comprehensive understanding of the financial landscape, Kurt combines extensive education with practical experience to deliver tailored advice. He holds a Diploma of Financial Services (Financial Planning), DPML RG146 Margin Lending, an Advanced Diploma of Financial Planning, a Master of Business, and a Graduate Diploma of Financial Planning from Kaplan. As an active member of the Financial Advice Association of Australia (FAAA), Kurt adheres to the highest ethical and professional standards. His expertise allows him to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Kurt offers a holistic approach to financial planning, ensuring that every client receives personalized strategies that align with their unique circumstances and aspirations: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Kurt Purkiss today to schedule a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Kurt Purkiss offer?
Kurt Purkiss provides comprehensive financial advice, including superannuation, retirement planning, wealth management, insurance, and investment strategies tailored to your individual needs.
What qualifications does Kurt Purkiss have?
Kurt Purkiss holds a Diploma of Financial Services (Financial Planning), DPML RG146 Margin Lending, an Advanced Diploma of Financial Planning, a Master of Business, and a Graduate Diploma of Financial Planning from Kaplan. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Kurt Purkiss develop a financial plan for clients?
Kurt starts by understanding your financial goals, current situation, and risk tolerance. He then develops a personalized financial plan, regularly reviewing and adjusting it to ensure it remains aligned with your evolving needs.
What can I expect during my first meeting with Kurt Purkiss?
During your first meeting, you can expect a thorough discussion about your financial aspirations, concerns, and current financial standing. Kurt will explain his approach to financial planning and answer any questions you may have.
How does Kurt Purkiss stay updated with the latest financial regulations and market trends?
Kurt is committed to ongoing professional development and regularly participates in industry training, seminars, and conferences to stay informed about the latest financial regulations, market trends, and investment opportunities.
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