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Profile - Kim Kalms
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Kim Kalms
Authorised Representative
97-99 Lime Avenue
Mildura VIC 3500
Tel:(03) 5025 8708
Fax:(03) 5021 1573
Mob: 0407 721 822
Email: kim.kalms@elders.com.au
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 255615
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Kim began working in the financial services industry in 1999. In October of that year, Kim joined Elders Financial Planning as an Authorised Representative servicing the Mildura, Robinvale and Swan Hill areas. Kim holds an undergraduate degree in the Bachelor of Education (Maths and Physical Education) and has completed his Diploma in Financial Planning.
As an Authorised Representative, Kim believes in helping his clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions
Services
Kim is authorised to provide a wide range of facilities to you, including:
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Investment Planning
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Wealth Accumulation Advice
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Risk Planning Management
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Superannuation Advice
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Retirement Planning Advice
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Business or Farm Succession
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Estate Planning
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Centrelink (Social Security) Advice
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Tax Efficient Strategies
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
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