About Us
About Kelvin
Diploma Financial Services (General Insurance)Advanced Diploma (Financial Planning)
After starting with BankWest in Albany in 1996, his career path was destined for Insurance spending several years with QBE Insurance, before taking a state role with Elders Insurance in 1999. Travelling around the state enabled Kelvin to see many different businesses and decided to start one of his own in 2002. After purchasing a Financial Service business in Mandurah in 2004 then Kalamunda in 2012, Kelvin now runs a General Insurance and Financial Planning Business.Apart from being an Insurance Advisor, he’s a regular golf hack and is a Dockers tragic.
Services
Kelvin is authorised to provide advice on the following strategies and products
- Superannuation Planning
- Risk and insurance analysis
- Personal and group Insurance