Hugh Kilpatrick
Financial Adviser
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About
Hugh Kilpatrick is an ASIC-registered financial adviser dedicated to helping individuals and families in Mill Park, VIC, achieve their financial goals. With over two decades of experience in the financial services industry, Hugh combines his extensive knowledge with a client-focused approach to deliver tailored financial solutions. Hugh holds a Diploma of Financial Planning (FPA, 2000), is a Certified Financial Planner (FPA, 2001), and has completed specialized training in Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2017). He has also completed a Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2023). As a member of the Financial Advice Association of Australia (FAAA), Hugh adheres to the highest ethical and professional standards. Hugh is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specializes in guiding clients through the complexities of retirement planning and investment strategies. His advice is designed to help clients build and protect their wealth, while also ensuring their long-term financial security. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Ready to take control of your financial future? Contact Hugh Kilpatrick today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Hugh Kilpatrick offer?
Hugh Kilpatrick provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Hugh Kilpatrick's qualifications and experience?
Hugh Kilpatrick holds a Diploma of Financial Planning, is a Certified Financial Planner, and has completed specialized training in Margin Lending and Geared Investments and Self Managed Superannuation Funds. He also holds a Graduate Diploma of Financial Planning. He has been working in the financial services industry for over 20 years.
How does Hugh Kilpatrick approach financial planning?
Hugh Kilpatrick takes a client-focused approach, tailoring his advice to meet the specific needs and goals of each individual. He works closely with clients to understand their financial situation, risk tolerance, and aspirations, developing a comprehensive plan designed to help them achieve financial security.
What can I expect during my first meeting with Hugh Kilpatrick?
During your initial consultation with Hugh Kilpatrick, you can expect a thorough discussion of your financial situation, goals, and concerns. Hugh will explain his services and how he can help you achieve your financial objectives. This meeting is an opportunity for you to ask questions and determine if Hugh is the right financial adviser for you.
How can Hugh Kilpatrick help me with my retirement planning?
Hugh Kilpatrick can assist you with all aspects of retirement planning, from calculating your retirement needs to developing a strategy for generating income in retirement. He can also provide advice on superannuation, investment strategies, and other retirement-related matters.
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