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GK

Glen Killen

Financial Adviser

Strategy Financial Consulting Pty Ltd
Port Macquarie, NSW 2444

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About

Glen Killen is an ASIC-registered financial adviser based in Port Macquarie, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With an Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty (2004), further studies in sharemarket investing at the University of Sydney (2007), and an ASX Listed Products Accreditation Course (2014), Glen possesses a strong foundation of knowledge and experience in the financial services industry. As a member of the Financial Advice Association of Australia (FAAA), Glen adheres to the highest professional and ethical standards. Glen is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create holistic strategies that address all aspects of your financial life. Key services include: • Superannuation advice to help you grow and protect your retirement savings. • Insurance solutions to safeguard you and your family against unexpected events. • Wealth management strategies to build and preserve your assets. • Retirement planning to ensure a comfortable and secure future. • Investment advice across a range of securities and government debt securities. Whether you are planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Glen can provide the expert guidance you need. Contact Glen today to schedule a consultation and take the first step towards achieving your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice Financial goal setting

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000437518

Verify on ASIC Register

Authorised Representative Number

000307945

Verify on MoneySmart Register

Frequently Asked Questions

What financial planning services does Glen Killen offer?

Glen Killen offers a comprehensive range of financial planning services, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He also provides advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What qualifications does Glen Killen have?

Glen Killen holds an Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty, has completed studies in sharemarket investing at the University of Sydney, and holds an ASX Listed Products Accreditation.

How does Glen Killen develop a financial plan for his clients?

Glen works closely with his clients to understand their individual circumstances, financial goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. The process involves a thorough assessment of your current financial situation, followed by the development and implementation of strategies designed to help you reach your goals.

What should I expect during my first meeting with Glen?

During your initial consultation, Glen will take the time to understand your financial situation, goals, and concerns. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity for you to get to know Glen and determine if he is the right financial adviser for you.

Why should I choose Glen Killen as my financial advisor?

Glen Killen offers personalised advice tailored to your individual needs and financial goals. His qualifications, experience, and membership with the Financial Advice Association of Australia (FAAA) demonstrate his commitment to professionalism and ethical conduct. He provides comprehensive financial solutions, helping you make informed decisions and achieve financial security.

Get in Touch

Contact Glen directly for personalised advice.

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