Our Team

Kim Evetts

Kim Evetts has been living and working in the Mackay area for the past 15 years, where he was originally raised. Following 13 years in Brisbane to pursue further study and a sporting career, he is now back in Mackay to stay.

Apart from his commitment to financial planning, Kim runs his own small cane farm and has a great love of farming, and a passion for old machinery and cars. As the father of three young boys (all under 8), he knows exactly how it feels to look for a perfect work / life balance.

A 29 year long career in the financial services industry has fuelled his passion for working with both individuals and corporations, and Kim has built a strong reputation for providing excellent service and rewarding outcomes for his clients. He is driven by positive results and the impact these have on the financial well being for people at all stages in their lives.

Kim’s specialty and focus lies in wealth creation and retirement planning strategies, and he also has extensive experience in a broad range of other proven financial strategies to draw upon.

He is extremely passionate about what he does and is genuinely interested in his clients' needs, working closely with them to achieve the best possible results. Kim believes in providing a combination of great service, compassion and empathy and goes to great lengths to understand the lifestyle, personalities and ultimate goals of each client type – no matter how big or small.

Kim’s approach to new clients is to begin with a clean piece of paper in terms of strategy and planning, and goes on to build and develop customised and sustainable strategies without generic preconceived strategies or investment products in mind.

Dan Allman

Dan Allman has been in the financial services industry since 1996 when he kicked off his career with the ANZ Banking Group. He continued to build a strong pathway in the banking sector as a Private Banker, maintaining expert knowledge of clients’ financial requirements and delivering appropriate strategies, products and services. It is this background, coupled with his accountancy and financial planning qualifications, that provides Dan with an unparalleled insight into how each area impacts the others when planning for his clients.

Dan is highly results orientated, and is a skilled analyst with a broad-based understanding of financial needs at all levels of business, including evaluating and communicating financial data.

Dan’s approach to financial planning is to provide a tailored, holistic approach to his clients needs, ensuring they lay a strong financial foundation to their wealth creation as early as possible. He believes in equipping his clients with sufficient information to make fully informed decisions regarding investing across all asset classes, and he acts as a continual reference point for ongoing queries.