Kim joined Perks in 2001 and has, in the last couple of years, joined the Perks Director group. He is a Chartered Accountant who specialises in Superannuation and expertly advises his clients on business and taxation matters. His focus is on providing his clients with strategic advice relating to business services, taxation and accounting, succession planning and superannuation.
Kim’s extensive knowledge of Self-Managed Super Funds allows him to work closely with clients who are specifically looking to transition to retirement, or clients requiring estate and succession planning advice.
Assisting his clients to recognise and capitalise on strategic opportunities, so they are able to maximise their overall financial position, coupled with his proactive, hands-on approach means Kim is able to exceed his clients’ expectations on all levels.
Making his clients’ lives easier by assisting them to reach their personal and financial goals is the element of his job that Kim finds most rewarding. Kim takes the time to understand his clients’ issues and works closely with them to produce the best outcomes based on their individual circumstances. He values very highly the relationships he has developed over the years with both his clients and colleagues at Perks.
Kim assists clients to recognise and capitalise on strategic opportunities so that they are able to maximise their overall financial position.
Qualifications & Associations
- Board member of the SMSF Association, South Australian State Chapter, Committee
- Board Member for Lolly Jar Circus
- Board Member of the Perks Foundation
- Bachelor of Commerce
- Diploma of Financial Planning
- SMSF Specialist Adviser
- Member of the SMSF Association
- Holds a Professional Certificate in Self-Managed Superannuation Funds
- Associate member of Chartered Accountants Australia and New Zealand (CA ANZ)
Kim as an individual
If you weren’t an accountant: I would probably join my 4 brothers and be a farmer
Outside of work: I enjoy spending time with my family and catching up with friends over a few ‘frothies’ while we watch the footy or cricket. Summer holidays are spent either in the Riverland or on the Yorke Peninsula. I really enjoy going to Adelaide Oval to watch my favourite team Geelong (when they play here). I am a past participant in the SA Variety Bash and continue to stay involved as much as possible.
If you were stranded on a desert island what 2 items would you take: An internet connection and a deck chair