BSBA, M.Fin., GradDipFinPlan,
Provisional Financial Adviser
Kurtis embarked on his journey with FinSec in 2017, capitalising on a valuable work experience opportunity while pursuing his Master’s in Finance. Advancing steadily within the firm, he initially served as a Client Service Administrator, eventually ascending to the role of Client Service Officer. Concurrently, Kurtis embraced the responsibilities of a Junior Paraplanner, culminating in a full-time position in this capacity. In February 2023, he embarked on his professional year, under the esteemed mentorship of Craig Medlow. Fuelled by an unwavering passion for finance and an earnest dedication to assisting others, Kurtis has come to realise his true calling to become a financial adviser.
In all his endeavours Kurtis emanates a composed demeanour, complemented by an unyielding work ethic that embodies his professional principles. Unwaveringly devoted to delivering optimal outcomes, Kurtis has emerged as a dependable source of support, diligently helping to guide clients towards realising their financial aspirations.
Why FinSec?
“At FinSec, our organisational culture is marked by excellence and a profound commitment to our work. Our dedicated staff exemplify a genuine care for their roles and are highly skilled in their respective domains. With a collective wealth of financial knowledge and experience, our collaborative efforts enable us to consistently deliver optimal outcomes for our clients.”
A word from Kurtis:
“My fervent passion for finance and aiding others has led me to embark on my professional year. I find personal reward in continuous learning amid industry evolution.”
Ask Kurtis a question:
Provisional financial adviser:
Kurtis is a Provisional financial adviser, and currently undertaking a Professional Year of supervised work and training. Kurtis’ s training and education is being actively supervised by Craig Medlow, who is a Partner and Authorised Representative. Craig will continue to supervise Kurtis as he completes the required work and activities to be recognised as a fully qualified advice professional.
We encourage you to contact Craig if you would like to provide any feedback about Kurtis or the advice and services he has provided to you. Email craig.medlow@finsecpartners.com.au or phone (08) 8357 7840.