KDM Financial

19/08/2026

Great advice starts with understanding what matters most to you.

We’re so pleased to see this wonderful feedback for Dane. ⭐

04/08/2026

An Important Update from KDM Financial,

Today marks the end of an era at KDM, as Luke Marshall concludes his time with the business after many years. We thank him for his contribution during his time with the firm and wish him all the very best in the next chapter of his career.

As KDM continues to evolve, we’re excited about the future. Our focus remains firmly on providing exceptional advice, outstanding client service, and continuing to build a business our clients and referral partners can trust.

To all of our clients and supporters, thank you for your continued confidence in our team. It’s business as usual, and we’re looking forward to sharing some exciting developments with you in the months ahead.

Send a message to learn more

21/05/2026

We are proudly celebrating 18 years of KDM Financial! 🎉

For nearly two decades, we have had the privilege of helping our clients achieve their financial goals, build confidence in their future, and navigate life’s important milestones with trusted advice and support.

This milestone is not only about years in business but it’s about the relationships we’ve built, the trust we’ve earned, the achievements we’ve celebrated, and the incredible team that makes it all possible.

To our clients, referral partners, and team members, thank you for being part of our journey! Your trust and support have been at the heart of our success over the past 18 years.

Here’s to continuing to grow, support our community, and help more Australians achieve financial confidence for many years to come. 🥂

18/11/2025

Our team is celebrating a very special arrival. Congratulations to Shaye on the birth of baby August — we’re so excited for this new chapter for you and your family.

03/11/2025

Happy Monday, everyone!

We’re so grateful to receive such kind words from our clients. It’s stories like these that remind us why we do what we do — helping Australians achieve their financial goals with trust and confidence.

08/10/2025

It’s Financial Planning Week — a time to recognise how financial planning makes a real difference in people’s lives.

New research from the Financial Advice Association Australia (FAAA) shows that Australians who receive financial advice feel more secure, confident, and happier with their finances.

Want to learn more? Check out our latest blog post where you can explore the full findings and download the complete report.

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In a year marked by economic uncertainty and global volatility, the 2025 Value of Advice Consumer Research commissioned by the Financial Advice...

25/09/2025

We're proud to share a recent article by Luke Marshall CFP®, published in Money & Life.

Luke offers practical insights into managing Special Disability Trusts, helping families plan with clarity and confidence.

Read the full article here 👉 https://buff.ly/OGu2YI8

17/09/2025

📚 Quarterly Professional Development Day ✏️

Last Thursday, our team of advisers and associates came together for a full-day training session focused on sharpening both technical expertise and soft skills.

From deep dives into financial strategies to interactive workshops on communication and client engagement, the day was packed with valuable insights and collaborative learning. These sessions are a cornerstone of our commitment to continuous growth and delivering exceptional service to our clients.

👏 A big thank you to the guest presenters who contributed to making the day a success!