Kael Plummer Email & Phone Number

My ‘dream role’ when at school was to work in IT, specifically in programming. I started a degree in computer science and in my spare time assisted my parents with bookkeeping in their small business. My enthusiasm for finance grew to the the point where I shifted my study focus to a degree in business.It was by chance that I took financial planning as an elective subject. I loved how there were so many differing pathways that all lead from point A through to point B. This is the same philosophy I employ when dealing with my clients There can be a whole array of routes that will work for you financially, it’s my role to assist you in determining which is the best for you, both from a probability of success and comfort level.I truly enjoy that each individual is unique with varying needs, wants, and goals. This is what gives me the most joy and gets me out of bed in the morning, being able to successfully guide anyone who places their trust in me to a better position.I work with a vast range of clients, whether it may be someone who is already retired looking to preserve their wealth, someone questioning whether they want to continue working, through to younger families wanting to have a clearer picture on what the future holds and navigating the changing economic landscape.Hold the following qualifications:Bachelor of Business from Victoria University (Banking and Finance)Advanced Diploma of Financial PlanningInternationally recognised Certified Financial Planner (CFP)®Member of Financial Advice Association Australia (FAAA)

Listed skills include Insurance, Financial Advisory, Crm, Superannuation, and 19 others.