0412 320 688
info@bmkfinserv.com.au
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About Us

More about
BM&K Financial Services

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. We have been providing professional planning advice for over 25 years.

Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for themselves and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.

OUR SERVICE OFFER TO ALL OUR CLIENTS

  • Offer of an annual review
  • Phone access to your adviser
  • Availability to visit you at work or at home
  • Investment rebalance
  • Budget briefings
  • Regular newsletters containing articles of interest in relation to financial markets, changing legislation, market commentary
  • Ongoing financial planning advice
  • Updating personal details such as change of address, change of name, phone numbers etc
  • As required, assistance dealing with Centrelink or DVA
  • Financial markets and economic updates

YOUR APPOINTMENT

We look forward to working with you to achieve your goals.

Please get in touch

Get in touch

Your privacy is important to us and you may request access to your personal information at any time by calling us. Information collected will be subject to the Akumin Privacy Policy.

Our Address

  • Suite 15C, 79 Centre Dandenong Road
    Dingley Victoria 3172
  • 0412 320 688

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Legals

BM&K Financial Services Pty Ltd ABN 11 068 898 091 trading as BM&K Financial Services is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.

General Advice Warning
Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.

Links to external websites
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to BM&K Financial Services in any way. Note: BM&K Financial Services does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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