About Us

GREG AND DAMIEN ARE AUTHORISED REPRESENTATIVES OF MATRIX PLANNING SOLUTIONS

Greg Roberts
Joint Principal Director

MTax (Curtin University)
Dip FP

Greg began working with KP Financial Planning in 1998 and graduated from Curtin University in 2019 with a master’s degree in taxation.

Email: gregroberts@kpfp.com.au

Greg Roberts – Financial Services and Credit Guide

View Greg’s status on the Australian Securities and Investments Commission (ASIC) Financial Advisers Register – search by name (Greg Roberts) or Authorised Representative Number (252866).
Damien Roberts
Joint Principal Director

MTax (Taxation and Financial Planning) (UNSW)
Adv Dip FS (FP)

Damien began with KP Financial Planning in 2007 and obtained a master’s degree in taxation and financial planning in 2018 from UNSW.

Email: damienroberts@kpfp.com.au

Damien Roberts – Financial Services Guide

View Damien’s status on the Australian Securities and Investments Commission (ASIC) Financial Advisers Register – search by name (Damien Roberts) or Authorised Representative Number (333542).

Joanne Kennedy
Client Services Administrator


Joanne began working with KP Financial Planning in 2015 and keeps the office running smoothly.
Jo also maintains the KPFP website and Facebook page.

Email: reception@kpfp.com.au

 

KCR102.5FM logo


Sponsoring Kalamunda Community Radio

KP Financial Planning proudly sponsor Kalamunda Community Radio:
KCR 102.5 FM

www.kcr-fm.org.au

Proudly supporting local community radio

Our History

Pat Roberts – His story


KP Financial Planning celebrates 50 years in business at the end of 2021. Pat Roberts began Kalamunda Insurance in 1971 and established an office in Kalamunda in the early ’80s. Pat was known as ‘the man from the Prudential’ and initially focused on insurance before moving into financial planning.

Pat was actively involved in the wider Kalamunda community: he served twice as Rotary president and helped establish the markets in Kalamunda in the ’80s. Pat’s two sons joined him in the business — Greg in 1998 and Damien in 2007 — and they have 37 years’ combined experience in financial planning.

Pat died in 2016 and his sons Greg and Damien continue Pat’s legacy. Many current clients have a long-standing association with KPFP, beginning with Pat in the ’70s and ’80s. KP Financial Planning celebrates its 50th birthday this year — a milestone in business, and in life.

KP Financial Planning — celebrating 50 years in 2021