Financial Planner Profile

Name: Jim Koumides

Qualifications: 

Jim Koumides is a Certified Financial Planner® professional and a CERTIFIED FINANCIAL PLANNER® practitioner of the Financial Planning Association. He also holds a Bachelor of Economics (with Golden Key Honours) and a Graduate Diploma in Applied Finance. Investment. He has been awarded membership to the Golden Key International Honour Society for Academic Excellence (Monash University Chapter).

What to bring to the meeting:

In order to have the most effective conversation during our meeting, please bring along the following documents:

  • Superannuation statement.
  • Investment portfolio statement.
  • Details of your assets, liabilities, income and expenses.
  • Details of your personal risk insurances.
  • Details of your existing estate planning arrangements.
  • Any other financial or non-financial information that may be helpful in understanding your current situation.

Jim Koumides- Trainer of the best financial planners:

An experienced leader in the Financial Services and Banking Industry in Australia, Jim has worked in the corporate, government and private sectors in roles encompassing Private, Retail and Business Banking, Financial Planning and Private Wealth Management.

Ranked as one the leading Financial Advisers in 2000 by Westpac, Jim went on to head Westpac’s 26-strong team of practice development managers, responsible for the technical and business coaching of advisers. In this role, Jim led and coached a supporting network of over 550 Financial Planners for Westpac. In subsequent senior leadership roles with Westpac, Jim was awarded the David Williams Fellowship as part of BT’s pre-eminent Executive Development Program, before establishing GK Financial Services Group with Adel Georges.

Jim is well regarded for his expertise and strategic advice relating to effective wealth management solutions, equities and structured investments, and asset protection, at both an individual and entity level. Jim is well regarded for his expertise and strategic advice relating to effective wealth management solutions, equities and structured investments, and asset protection, at both an individual and entity level.

Jim has an in-depth knowledge of investment markets and solutions. He is a member of the investment committee for the dealer group which has over 1 billion in Funds under advice.

By working with Jim, you can expect:

Jim will identify where you are now; where you want to be; establish clearly defined goals; provide you with the appropriate strategies and an action plan to get you there. Ongoing advice and administrative support; will ensure that you continue to make the right decisions and act on them effectively. As a holistic and integrated financial planning practice, Jim as Director and Senior Financial Planner of GK Financial Services is able to assist in areas including; strategic advice, superannuation including self-managed super funds, direct equity portfolios, structured and alternative investment options, asset protection, estate planning, inter-generational wealth transfer, cash flow management and tax-effective strategies.

 

“As your trusted adviser, I work closely with a network of other professionals such as accountants and estate planning specialist/solicitors to provide integrated leadership and directions to all your financial affairs.”

Financial Planning Services:

  • Superannuation including Self Managed Superannuation Funds
  • Retirement Planning
  • Assets Allocation and Managed Investments
  • Gearing
  • Cashflow and debt management
  • Personal Risk Insurance
  • Business Protection Insurance
  • Direct Equities
  • Margin Lending

  

  • Estate planning
  • Relationship breakdown
  • Taking a redundancy
  • Inheritance
  • Family matters