At Poole and Partners we have been specialising in financial services since the year 2000. We provide a wide range of financial services including: Wealth Creation, Risk Protection, Retirement Planning, Superannuation and Aged Care Services. Our advice is focused on thoroughly researched strategies tailor made to your individual situation.
Ethical behaviour and Integrity are non-negotiable priorities. We are based in Maroochydore on the Sunshine Coast however the majority of our team work remotely from home which provides flexibility in being able to assist you anywhere within Australia.
With our expert independent financial advisers and a professional support team, it is our mission to develop a long-term partnership with an honest and personal approach and ultimately help you achieve your long-term financial goals and personal aspirations.
Kirk is the Founder and Director of Poole and Partners Investments Services, he began his career as an Accountant in 1996 and moved to Investment Services in 2000 as a stockbroker for 3 ½ years. Kirk headed up the Investment division of Poole and Partners Investments in 2003. Kirk’s determination to build long lasting relationships with his clients is as much a priority as his ambition to develop a strategic financial plan that is secure and attainable. Ensuring clients are engaged and empowered is at the heart of Kirk’s approach to delivering financial advice outcomes. Kirk has vast practical and technical knowledge to provide his clients with direct equity investments, investments through Self-Managed Funds and estate and retirement planning.
Kirk has a Bachelor of Commerce, an Associate Degree in Commerce, Diploma of Financial Planning and Certificate IV in Finance and Mortgage Broking. In the past, Kirk has lectured a Stock Market course at the Sunshine Coast TAFE for 8 years. Outside of work, Kirk has a young family of four children and keeps active in many surf sports.
Kelly brings over nine years of financial expertise to Poole and Partners Investment Services. Kelly joined PPI in 2019 to work within the Aged Care Solutions and Investment division. Kelly enjoys meeting with clients to fully understand their goals and objectives, working together to find the best solutions for their needs and ensuring clients have peace of mind and comfort with their financial future. Kelly works closely with accountants and stockbrokers to meet client’s objectives and needs. Kelly has accumulated considerable technical knowledge in the areas of superannuation, personal and business insurance, self-managed super funds and retirement planning and aged care solutions.
Kelly has a Bachelor of Business, Advanced Diploma of Financial Planning, Diploma of Financial Planning is a RG146 Specialist in Self-Managed Superannuation Funds. Kelly is also registered as Tax (Financial) Adviser.
Hayden has been involved in the financial planning industry since 2001. He has been a part of Poole and Partners Investment Services for over 10 years. Hayden has extensive knowledge and expertise in providing clients with direct equity investment advice, superannuation, personal investment and all other areas of financial planning. He is a specialist in all forms of Life insurance products, keyperson and Buy/Sell insurance.
Hayden is a highly motivated adviser who is passionate about building strong partnerships with his clients and helping them to a achieve financial security. Hayden believes open communication and well set expectations on both sides are critical in his client relationships.
Hayden is a certified small to medium enterprise (SME) Insurance specialist and has a Diploma of Financial Planning and Certificate IV in Finance and Brokering.
Ready to take the next step in a better financial future? We'd be happy to talk things through and see how we can help. Arrange your free consultation by getting in touch, then let's get started!