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About Us

OUR ADVISERS ARE AUTHORISED REPRESENTATIVES OF MATRIX PLANNING SOLUTIONS

Greg Roberts
Joint Principal Director
MTax (Curtin University)
Dip FP

Greg joined KP Financial Planning in 1998 and completed a master’s degree in taxation from Curtin University in 2019.
Damien Roberts
Joint Principal Director
MTax (UNSW)
Adv Dip FS (FP)

Damien joined the practice in 2007 and obtained a master’s degree in taxation and financial planning from UNSW in 2018.
Julie Windebank
Financial Adviser
Adv Dip FS (FP) | Dip FP
Fellow Chartered Financial Practitioner

With over 20 years’ industry experience, including establishing her own successful practice, Julie joined the team in 2023.

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
Register for our Retirement Planning Seminar being held on 20 March 2024
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