Kai Annetts
Financial Adviser
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About
Kai Annetts is an ASIC-registered financial adviser based in Kangaroo Point, QLD, dedicated to helping clients achieve their financial goals. Kai holds a Bachelor of Business from Queensland University of Technology (2024) and a Graduate Diploma of Financial Planning from Kaplan Professional (2025), providing a solid foundation for delivering comprehensive and tailored financial advice. Kai is authorized to provide advice on a broad range of financial products, ensuring clients receive guidance that aligns with their unique circumstances. This includes expertise in superannuation, insurance, wealth management, and retirement planning. Whether you're looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Kai can provide the expert advice you need. Key services include: • Superannuation Advice • Insurance Solutions (Investment Life Insurance, Life Risk Insurance) • Wealth Management • Retirement Planning • Investment Advice (Securities, Retirement Savings Accounts, Government Debt Securities) Ready to take control of your financial future? Contact Kai Annetts today to schedule a consultation and discuss your financial needs.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Kai Annetts offer?
Kai Annetts provides advice on superannuation, insurance, wealth management, and retirement planning, as well as investment advice covering securities, retirement savings accounts, and government debt securities. The advice is tailored to your individual needs and financial goals.
What qualifications does Kai Annetts have?
Kai Annetts holds a Bachelor of Business from Queensland University of Technology and a Graduate Diploma of Financial Planning from Kaplan Professional. This ensures a strong understanding of financial principles and best practices.
How does the financial planning process with Kai Annetts work?
The process begins with an initial consultation to understand your current financial situation, goals, and risk tolerance. A tailored financial plan is then developed, implemented, and regularly reviewed to ensure it continues to meet your needs.
What can I expect from a consultation with Kai Annetts?
You can expect a professional and informative discussion about your financial goals and concerns. Kai will explain the different options available to you and provide clear, easy-to-understand advice to help you make informed decisions.
Why should I choose Kai Annetts as my financial advisor?
Kai Annetts is dedicated to providing personalized and comprehensive financial advice to help you achieve your financial goals. With strong qualifications and a commitment to client satisfaction, Kai can guide you through the complexities of financial planning with confidence.
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