About Us
About
Aegis Financial Planning
We are a holistic financial advice practice based in Brisbane, Australia. We provide retirement planning, investment, cash flow, life insurance and aged care advice for professionals, managers, office workers and public servants seeking reliable information on how to improve their financial well-being. As a family business, we are committed to building trusting relationships with our clients by demonstrating the value of advice with our award winning service. We have been awarded Commonwealth Financial Planning Pathways ‘Practice of the Year’ award in 2014, 2016 and 2017.
Practice Principal
Andrew Kidd (SA Fin, AFA)
“I have been a practicing financial planner for more than 20 years. I established Aegis Financial Planning in 2009 so that I could improve the financial lives of more Australians. I enjoy providing complex strategic advice in retirement planning, defined benefit superannuation schemes and self managed super funds. Outside of work, one of my favourite pastimes is riding my motorcycle and exploring the countryside; In my opinion, it’s one of the best ways to travel. Over the next 10 years, my goal is to take at least one motorcycle tour per year.”
Manager, Advice Delivery
Luke Kidd (GradDipFinPlan)
“With more than seven years of expertise in the financial industry, I specialize in offering comprehensive advice in superannuation and retirement planning, PSS defined benefit schemes, investments, personal insurance, and aged care solutions.
One of my favourite things about working as a financial adviser is being able to guide people through difficult and challenging stages of life. I believe that good financial advice has the power to dramatically change people’s life for the better. My approach focuses on simplifying complex issues, guiding clients through their unique circumstances, and helping them pave a path towards their financial goals.
Beyond my financial expertise, I am passionate about visual art and music and enjoy spending time outdoors with my family.”
Financial AdvisEr
Thomas Kidd (Bbus(FinPlan))
“I began working with Aegis as an administrative assistant in 2017 and have since completed my Bachelor of Business and become an adviser as of June 2022. Outside of financial planning, my passion is producing and performing music, having previously obtained a bachelor’s degree in music technology. I am planning for building a home-studio where I can record and produce music.”
Our Values
Our 5 core customer values reflect our focus on making the advice process as rewarding and engaging as possible
BEST INTEREST DUTY
In providing financial advice, we have fiduciary responsibility to provide advice that prioritises the best interests of the client. As qualified financial advisers, we adhere strictly to the code of ethics issued by the Financial Adviser Standards and Ethics Authority and the code of professional conduct issued by the Tax Practitioners Board. Our financial advisers are each registered with a professional body which further promote and uphold the highest standards of professional conduct.
2. TRANSPARENCY
We always disclose all relevant information about our advice including how it is in your best interests, our advice methodology, our business practices and costs of advice. We encourage an open conversation if there are ever any questions or concerns.
3. SECURELY PROTECTING OUR CLIENT'S PRIVACY
By the nature of our business, we hold sensitive information about our clients and we understand how important it is to keep this information secure. We have thorough internal processes to ensure your information remains secure and we employ third party digital security experts to protect our digital records.
4. RESPONDING TO YOUR NEEDS
We strive to respond to your contact and perform administrative duties in a timely and effective manner so that your request can be fulfilled as soon as possible.
5. STAYING INFORMED
We believe that knowledge is key when it comes to successful financial planning, however it can be hard to cut through the technical jargon and to understand what information is accurate and relevant. By working with us, you will have access to reliable, easy to understand information that is relevant to your plan.