Colin has built an exemplary career as a Financial Planner over the last decade. A whiz with numbers, he is responsible for the day-to-day management of clients’ portfolios as well as researching and analysing the assets traded by KLI, working with the team to develop tailored strategies for clients
With strong industry and operational experience, Colin also takes on the responsibility of Practice Manager, implementing processes and systems, ensuring the Practice is compliant with the relevant laws and regulations, besides managing the support team.
Colin feels it is important for clients to feel at ease and understood at KLI. As such, his fluency in multiple languages makes him a much sought-after Advisor with clients for whom English is a second language.
Colin has a Bachelor of Commerce in Finance and Management and a Masters in Financial Planning. He is also a Certified Financial Planner (CFP) with the Financial Planning Association of Australia.