Our Story
The Kimmorley Financial Management team, for over three decades, has been the driving force behind countless financial success stories. Our vision still stands—deliver unmatched financial solutions. This unwavering commitment forges our ability to adapt and continually attend to the unique needs of each client.
Our journey began with a simple yet profound principle— prioritising people over profits. From these building blocks, our legacy has taken shape. It's what sets us apart in an industry often preoccupied with short-lived transactions.
We are not just a financial company; we're a legacy-building partner, committed to your financial prosperity. If you're aiming for retirement, to build wealth, or make sure your family's finances are secure, our dedicated team is here to help you confidently steer through the world of finance.
We welcome you to Kimmorley Financial Management - where experience, commitment, and a people-first approach come together to shape your financial future.
Our Commitment
At Kimmorley Financial Management, we grasp the essence of financial planning—it’s not confined to the present; it’s about crafting a financial legacy that endures. This comprehension fuels our “people-first” ethos. Whereby, the wealth we build isn’t merely measured in dollars and cents, but intertwined in the relationships we foster, spanning across generations.
Our clients are the integral life form of our business. We work relentlessly to retain our valued clients and our client base will never grow beyond our ability to meet our promise of exclusivity—our competitive edge. We will never compromise this. We will however expand our knowledge of the industry for the benefit of our clients. In essence, you’ll feel your financial life is organised, knowing you have a reliable partner offering consistent advice amid market and legislative changes.


Why Choose Us
- Experience Matters: With over 30 years of experience, we bring wisdom and insight to every financial decision.
- Personalisation is Key: We know that one size does not fit all. Our solutions are bespoke, tailored to your unique financial goals.
- Your Success is Ours: Our commitment to your long-term success is unwavering.
- Strategic Approach: We take a comprehensive view of your financial landscape, ensuring no stone is left unturned.
- Legacy Building: Our dedication to intergenerational wealth ensures your financial security spans lifetimes.
- Community Spirit: Giving back is a core part of our philosophy. We’re dedicated to making a positive impact beyond finance.
Our team

With over 30 years’ experience in providing exclusive services to individuals and corporate entit...More

With over 30 years’ experience in providing exclusive services to individuals and corporate entities, Kate has a far-reaching depth of experience covering most facets of wealth creation and financial management and is dedicated and passionate about offering exclusive, unrivalled and superior service.
A regular attendee at a myriad of technical seminars and industry conferences, Kate is continually building and enhancing her expertise, capabilities and knowledge to ensure that her financial focus is fresh, sharp and contemporary. This constant re-training also allows her the opportunity to share concepts with industry colleagues and progress to ensure superior and exceptional resources for the management of our clients’ wealth and strategic planning.
A well known member of the Gold Coast Business Community, Kate is heavily involved in Rotary, a two time past president, multiple recipient of the prestigious Paul Harris Fellow and currently co-chairs the Gold Coast Botanical Bazaar.
A few years ago, Kate also hosted Money Matters, an innovative talk back radio show which aired across Australia each Sunday morning on the Southern Cross Austereo Media Group Network, reaching over a quarter of a million people every week.
Qualifications and Education
Certified Financial Planner® – Financial Advice Association Australia Member

Following 25 years in the banking industry, Jenny joined the team at Kimmorley Financial Management ...More

Following 25 years in the banking industry, Jenny joined the team at Kimmorley Financial Management in 2010. Jenny’s warmth and engaging personality ensures that each client feels immediately at ease with dealing and navigating some of the complexities of the financial planning spectrum. Highly skilled and experienced, organised and diligent, Jenny is an integral part of the team. Her role in overseeing the implementation, tracking and management of client work makes her highly regarded as well as highly respected by both her team members and clients.
Outside of work Jenny and her husband enjoy caravanning when time permits and spending time with family, especially the grandchildren.

Eric joined Kimmorley Financial Management in 2009. Having owned multiple businesses in the Nether...More

Eric joined Kimmorley Financial Management in 2009. Having owned multiple businesses in the Netherlands he has brought a wealth of experience to the team. Eric’s knowledge of business systems, understanding the regulatory environment and compliance requirements of the financial planning industry as well as managing IT solutions makes him invaluable to the successful operations of KFM.
In his spare time Eric enjoys hanging out with family, riding his motorbike and planning the next overseas adventure.