Our History

Kris Martin founded KDM under the Professional Investment Services AFSL. After working in the financial advice and banking sector for 8 years, Kris identified a gap in the advice model and aimed to create a firm offering high-quality advice and services

We moved offices to Crestmead, and then to Milton. During this time, we hired our first team member, purchased Fincher Insurance Advisers as our first growth step, allowing us to obtain more client base in QLD and NSW.

Kris also completed his MBA and merged additional businesses to increase our service offering to clients.

Luke Marshall joined KDM to provide exceptional investment strategy solutions for our growing client base.

Anoma Peiris joined KDM to continue our growth into the holistic financial planning space required for our clients

With the team growing rapidly and KDM clients needing a southside location, we opened up our Mt Gravatt office.

We obtained our own Australian Financial Services License. Setting up our own AFSL allowed us to provide our clients with greater services and advice offerings plus increased product flexibility.

Due to the continuous growth in team size, we moved from our Milton office to a larger and more convenient location at Lutwyche.

To continue the growth of KDM, we expanded outside Brisbane and Queensland.

We always had clients in Victoria, and after acquiring two practices in Melbourne, the next step was to officially open an office in Moonee Ponds. The Gold Coast office is located in Southport and has since recently come online for the same reason.

We continued its growth trajectory by introducing an offshore team, enhancing our capacity and service capabilities.

KDM move into a larger office at Mt Gravatt to support the growing Southeast Queensland team.