Kingfisher Financial | About the Company
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About the Company

ABOUT KINGFISHER FINANCIAL SERVICES

Kingfisher Financial Services is an Adelaide based firm offering comprehensive financial planning services to its clients.

Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

MEET OUR TEAM

ROB ALEXANDER

SENIOR FINANCIAL PLANNER – MANAGING DIRECTOR

Rob grew up on a Farm in Tasmania.  In his younger days he served for 12 years in the Royal Australian Navy.

Rob has more than 15 years of experience in the provision of financial planning advice and 7 years in Banking & Finance.

Rob’s qualifications include:

Bachelor of Arts – Christian Counselling (BA, CC)
Bachelor of Education (B.Ed)
Post Graduate Diploma in Financial Planning (PG Dip FP) Waikato
Certified Financial Planner (CFP)
Member of the Financial Planning Association of Australia
Registered Tax (Financial) Agent
CHRISTINE NEED

SENIOR FINANCIAL PLANNER

Christine grew up in Berri (in the Riverland) and moved to Adelaide in 1994 to study where she currently lives with her husband and 2 children.

Christine is a qualified accountant with more than 20 years of experience in the provision of financial planning advice.

Christine’s qualifications include:

Bachelor of Commerce
Graduate Diploma in Financial PLanning (G Dip FP)
Certified Financial Planner (CFP)
SPAA accredited SMSF Specialist Advisor (SSA)
Member of SMSF Association (previously Self-Managed Super Fund Professional Association of Australia)
Member of the Financial Planning Association of Australia
Registered Tax (Financial) Agent
BRAD SALISBURY

FINANCIAL PLANNER

Brad grew up in Adelaide with a focus on Football both at school (Sacred Heart) and outside at both (Flagstaff Hill football Club and West Adelaide) during his juniors.

He has recently become engaged to his lovely partner Katie and they are due to tie the knot in March 2018.

Brad has been in the finance industry for 8 years and 4 of those he has worked closely with Rob, 2 years previously at BankSA and 2 years at Kingfisher.

Brad’s qualifications include:

Diploma of Financial Planning (RG146)
Advance Diploma of Financial Planning
Graduate Certificate in Financial Planning
Graduate Diploma in Financial Planning
Masters in Financial Planning
Registered Tax (Financial) Agent

*Brad is currently undergoing studies to complete his Certified Financial Planning (CFP) qualification.

WHAT SET’S US APART

COLLABORATIVE APPROACH

A team of highly motivated and efficient experts – Kingfisher Financial Services
connects you with a network of top accounting, legal, financial services
professionals to streamline and help you manage your money better.

 

Every client is unique and requires varying levels of services.

 

Our business model is unique in the industry and that is a huge strategic advantage to our clients. Our years of extensive industry and network experience allow us to hand pick only the very best in breed specialist to serve our clients. We take a collaborative approach with industry best practice specialists who are highly motivated to work efficiently.

OUR UNIQUE PROCESS

With Certified Financial Planners in the team, Kingfisher Financial Services is called to a higher standard of professionalism and service delivery. We believe that an interactive and open communication process with our clients is essential in delivering quality tailored advice and solutions.

 

Financial planning is not a one-off exercise.  It should map your lifetime and mirror your financial objectives. From single strategy advice to complex multi-strategy solutions we can assist you to achieve your goals.

 

Kingfisher Financial Services is a full service financial planning firm that is here for you all year round, for generations.