Kurt Maxey-Fisher
Financial Adviser
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About
Kurt Maxey-Fisher is an ASIC-registered financial adviser dedicated to helping clients in CAPALABA, QLD, and beyond achieve their financial goals. With a Graduate Diploma in Applied Finance and Investment from the Securities Institute Education (1998) and a Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2016), Kurt brings a wealth of knowledge and experience to his practice. He further enhanced his expertise with the SuperConcepts Specialist SMSF Course from the University of Adelaide (2019) and ongoing professional development, including FPC001B Economic & Legal Context for Financial Planning (2021) and FPC002B Ethics and Professionalism in Financial Advice (2022), both from Kaplan Higher Education Pty Limited. Kurt is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for your unique needs. • Superannuation advice • Insurance solutions • Comprehensive wealth management • Strategic retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance, Kurt is committed to providing personalized and reliable financial advice. Contact Kurt today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Kurt Maxey-Fisher offer?
Kurt Maxey-Fisher specializes in superannuation advice, insurance solutions, comprehensive wealth management, and retirement planning. He is authorized to provide advice on a range of financial products, including investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Kurt Maxey-Fisher have?
Kurt holds a Graduate Diploma in Applied Finance and Investment, a Diploma of Financial Planning, and has completed the SuperConcepts Specialist SMSF Course. He also continually updates his knowledge with courses such as Economic & Legal Context for Financial Planning and Ethics and Professionalism in Financial Advice.
What can I expect during my first meeting with Kurt Maxey-Fisher?
During your first meeting, Kurt will discuss your current financial situation, your goals, and your risk tolerance. He will then use this information to develop a personalized financial plan tailored to your needs.
How can Kurt Maxey-Fisher help me with my retirement planning?
Kurt can help you develop a comprehensive retirement plan that includes strategies for maximizing your superannuation, managing your investments, and ensuring a comfortable retirement income.
What is the process for becoming a client of Kurt Maxey-Fisher?
The first step is to schedule an initial consultation. During this meeting, you'll discuss your financial goals and needs. Kurt will then develop a personalized financial plan and work with you to implement it.
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