Steven Kirkman
Financial Adviser
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About
Steven Kirkman is an ASIC-registered financial adviser based in East Toowoomba, Queensland, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With over two decades of experience in the financial services industry, Steven holds several key qualifications, including a Certified Financial Planner designation from the Financial Planning Association of Australia (FPA) obtained in 2001, a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd (2020) and specialist accreditations in Self Managed Superannuation Funds and Margin Lending. As a member of the Financial Advice Association of Australia (FAAA), Steven adheres to the highest ethical and professional standards, ensuring clients receive advice that is always in their best interests. Steven is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Steven Kirkman offers comprehensive financial advice and services designed to meet your unique needs: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Steven Kirkman today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Steven Kirkman offer?
Steven Kirkman provides advice on a wide range of financial matters, including superannuation, retirement planning, wealth management, insurance, and investments.
What are Steven Kirkman's qualifications and experience?
Steven Kirkman is a Certified Financial Planner with a Graduate Diploma of Financial Planning and over 20 years of experience in the financial services industry. He also holds specialist qualifications in Self Managed Superannuation Funds and Margin Lending.
How can Steven Kirkman help me with my retirement planning?
Steven can help you develop a comprehensive retirement plan tailored to your specific needs and goals, including strategies for maximising your superannuation, generating retirement income, and managing your investments.
What is the process for working with Steven Kirkman?
The process typically involves an initial consultation to discuss your financial situation and goals, followed by the development of a personalised financial plan. Steven will then work with you to implement the plan and provide ongoing support and advice.
What should I expect when meeting with Steven Kirkman for the first time?
You can expect a friendly and professional atmosphere where Steven will take the time to understand your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your financial objectives.
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