About us

About Kon

Kon has over 27 years' experience within the financial services industry. His work experience is varied and has included several different roles in the financial services industry. Kon specialises in advice within the Health, Agricultural and Private client sector.

Kon's customer service philosophy has never changed and remains simple. He will provide quality professional advice and will work with you to develop a strategy tailored to your business and personal needs.

As a member of Wealth for Health, Kon is able to provide specialist advice on all aspects of financial planning for you. In particular Kon specialises in:

  • Developing wealth accumulation strategies
  • Superannuation and Retirement Planning
  • Tax planning to reduce your tax liability (working with your accountant)
  • Personal and lifestyle protection
  • Health professionals
  • Family office and high net worth individuals
  • Self-managed super funds
  • Personal insurance claims
  • Asset protection strategies
  • Succession and Estate Planning strategies

Education

  • Diploma of Financial Planning
  • Diploma of Accounting
  • Currently Studying Bachelor's in Accounting and Banking and Finance

Memberships

  • Tax Practitioner Board
  • Financial planning Association