We are...

  • People who demonstrate integrity, respect and an uncompromising commitment to place our client's needs first

  • People with energy, enthusiasm and spirit

  • People who build long term, value driven relationships based on doing the right thing

As one of only four financial planning practices across all Australia (our NSW office was the first in Sydney) to be recognised and awarded with the ISO9001 International quality accreditation standard (the five ticks of quality). Assessed by SAI Global, KnowledgebankIQ is recognisable internationally as one of a handful of Australian based financial advisory firms with quality business management principles and practices.

KnowledgebankIQ operates as an equity Partnership (similar to a chartered accounting firm) with each Partner & Senior Adviser owning part of the practice.  As Partners are personally invested in the success of the business it ensures we continue to focus on supporting our clients long term goals.

At KnowledgebankIQ, we are committed to building a better financial advisory profession - with increased trust and confidence and greater collaboration between our Partners and clients.