Financial Planner – Julian Kemm CFP

CFP, Dip.FP, B.Com, B.Juris

Julian Kemm is an Authorised Representative (ARN Number 244959) of Clearview Financial Advice Pty Ltd ABN 89 133 593 012, AFSL No. 331367.

Background: Julian is the Managing Director of JK Financial Solutions. He has been providing Financial Planning Services for individuals, families and small businesses since June 1997.

Education

  • Certified Financial Planner
  • Diploma of Financial Planning 1 – 8
  • Bachelor of Commerce (Majors – Finance & Marketing)
  • Bachelor of Jurisprudence

Memberships

  • FPA Member (Financial Planning Association)
  • AFA Member (Association of Financial Advisers)

Experience

Achieved the Certified Financial Planner (CFP) designation in July 2002, after completing the Diploma of Financial Planning course. This designation represents the highest recognised qualification a Financial Planner can achieve in Australia, USA and Europe in the Financial Planning industry.

Business Manager – Claire Kemm

Adv Dip FP

Claire has been in the Financial Services industry since 2000 and has been with the JK Financial Solutions team since October 2006. Claire has completed the Advanced Diploma of Financial Planning and is able to provide financial planning advice.

Claire is responsible for the day to day operations of JK Financial Solutions and assists Julian in developing the strategies and preparing the Statement of Advice and Review documents.

Client Services Manager – Vanessa Khalil

Vanessa joined the JK Financial Solutions team in October 2016. Prior to joining the team, Vanessa worked in another financial planning organisation and therefore understands the industry very well. Vanessa ensures all of the back office runs smoothly and is available to answer your queries by email or phone.  Vanessa is currently studying her Advanced Diploma of Financial Planning and is looking forward to becoming an Adviser in the coming years.

Associate Financial Adviser – Andoni Comino (Donnie)

Donnie joined the JK Financial Solutions team in March 2017 as an Associate Financial Adviser and Mortgage Broker.  Donnie has recently completed his Certificate IV in Mortgage Broking and is currently studying his Advanced Diploma of Financial Planning. Donnie has also completed a Bachelor of Business.

Paraplanner – Jessica Honey

Jessica joined the JK Financial Solutions team in March 2017 as a Paraplanner.  Jess has previously worked in a Financial Planning office and will assist Julian in researching funds, developing strategies and preparing the Statement of Advice and Review documents.

Jess completed a Bachelor of Business at Griffith University and is currently finishing her Diploma of Financial Planning.

 

We pride ourselves on helping our clients to achieve their Financial Goals and Objectives through caring and professional advice.

We are dedicated to providing the best in customer service and our office is open from 8.30am – 5.00pm Monday to Friday.  Appointments can also be made outside of these times, if required.