Kai Wee

Financial Adviser

Kai is a dedicated financial adviser with a focus on goals-based financial planning. Specialising in superannuation and insurance, he wants to assist everyone in safeguarding and growing their financial assets for retirement and estate planning. As someone actively investing in superannuation himself, Kai is passionate about educating clients about its importance for wealth accumulation, retirement, tax optimisation and wealth transfer (he practices what he preaches!).

Born in Singapore and raised in Brisbane—Kai is driven to empower everyone to achieve their financial aspirations, whether it’s purchasing their first home or planning for retirement today!

 

Experience:

  • Financial Adviser at KDM Financial – 2024- Current
  • Paraplanner and Administrative Assistant at KDM Financial – 2021 to 2024

Qualifications:

  • Bachelors of Business (QUT) – Financial Planning