Ted Forkin
Financial Adviser
Ted has been providing professional financial planning advice and solutions to clients since 2001, and prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals. Ted is particularly interested in helping smaller superannuation and investment clients who may otherwise not be catered for by the larger financial planning businesses.
Ted specialises in helping clients "tidy up" multiple super funds into one appropriate, good-quality single fund; and combining this with tailored Income Protection and Life Insurance advice (especially super-based insurance).
Ted has lived and worked in Kalgoorlie for 24 years – 3 in Mining, 8 in Real Estate and the last 13 in Financial Planning. Ted is happily married with two teenage children.
Advice I specialise in includes:
- Superannuation
- Superannuation consolidation
- Income Protection
- Life Insurance planning
- Retirement planning
- Investment planning
General advice I provide:
- Small business advice
- Estate planning
Qualification and Membership:
- Adv Dip FS (FP)
- FPA