Gregory Klumpp
Financial Adviser
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About
Gregory Klumpp is an ASIC-registered financial adviser based in Spring Hill, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Gregory holds a Diploma of Financial Planning from Deakin University (2000), earned his CFP designation from the Financial Planning Association of Australia (2002), and has continued to enhance his expertise with specialized training in Self Managed Superannuation Funds (Tribeca, 2005) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Committed to ongoing professional development, Gregory recently completed his M699 Graduate Diploma of Financial Planning from Deakin University in 2024. He is a proud member of the Financial Advice Association of Australia (FAAA). Gregory is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring his clients receive well-rounded and effective strategies. • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Gregory is here to help. Contact Gregory Klumpp 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 Gregory Klumpp offer?
Gregory Klumpp provides advice on superannuation, insurance, wealth management, retirement planning, and investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Gregory Klumpp's qualifications?
Gregory holds a Diploma of Financial Planning and a Graduate Diploma of Financial Planning from Deakin University, a CFP designation from the Financial Planning Association of Australia, and has completed specialized training in Self Managed Superannuation Funds and Margin Lending and Geared Investments.
How does Gregory Klumpp's financial planning process work?
Gregory's process begins with a thorough understanding of your financial situation, goals, and risk tolerance. He then develops a customized financial plan tailored to your specific needs, provides ongoing support and advice, and regularly reviews your plan to ensure it remains aligned with your evolving circumstances.
What can I expect during my first meeting with Gregory Klumpp?
During your initial consultation, you can expect to discuss your financial goals, current situation, and any concerns you may have. Gregory will explain his services in detail and answer any questions you have, ensuring you feel comfortable and informed before proceeding.
Why should I choose Gregory Klumpp as my financial adviser?
Gregory Klumpp offers personalized financial advice with over two decades of experience, a commitment to ongoing professional development, and a focus on building long-term relationships with his clients. He is dedicated to helping you achieve your financial goals with tailored strategies and expert guidance.
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