"Khim is passionate and always strives to deliver results for his clients by acting in their best interest."
Khim has been working as an adviser in the financial services industry since 2007. With a focus on providing customised advice, Khim aims to deliver a superior level of service and outcomes for his clients.
Services and specialities
- Financial Planning
- Investment Advice
- Retirement and Estate Planning
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Khim uses a pragmatic style towards investments with a focus on risk management and meeting the objectives of the clients by developing a customised investment strategy.
Industry Education & Experience
Qualifications
- CERTIFIED FINANCIAL PLANNER®, Financial Planning Association, 2018
- Graduate Diploma of Applied Finance (Financial Planning), Kaplan Professional, 2009
- Masters of Business Administration (MBA), Central Queensland University, 2004
- Ethics and Professional Relationships, QUT, 2020
- Accredited Derivatives Advisers Level 1 , Deakin University, 2010
- Graduate Diploma of Financial Planning, Financial Service Institute of Australia, 2007
- Margin Lending and Geared Investments, Stockbrokers Association of Australia, 2010
Professional Associations
- CFP® Member of the Financial Planning Association of Australia
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary and percentage of fees.