KP
Kurt Purkiss
Director Of Wealth | Lambourne Partners at Lambourne Partners
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Work Experience
Director Of Wealth | Lambourne Partners
Jun 2016 - Present · 8 years and 7 months
Employer Relations Manager
Oct 2015 - Jun 2016 · 8 months
Financial Planner, Practice Manager
Jan 2007 - Oct 2015 · 8 years and 9 months
Company Details
11-50 Employees
Our vision is to create wealth* for all business owners. We guide business owners toward their wealth goals. We help to create an abundance of freedom, finances, or whatever is important to you. Our advice is always personalised and well founded. Your goals are our goals. Lambourne Partners is an integrated accounting, wealth management and advisory firm for businesses and business owners who want to achieve wealth. * Wealth is an abundance of whatever is important to you – it could be financial or it could be freedom. With the right strategy and guidance, business ownership can bring your wealth and lifestyle goals much closer. In our experience, this takes more than an understanding of numbers. It also demands experience, broad expertise, careful attention and an innate drive to see others succeed. Since 1983, this is what drives us. Our Values * Progressive. If there’s a better way, let’s find it. * Approachable. Friendliness matters. * Care. Our clients, our people, our community. * Excellence. Good enough isn’t good enough. * Integrity. Integrity comes first, always. * Team. Together we all go further. Our History Stephen Lambourne and Scott Lucas founded Lambourne Partners in Newcastle in the 1980s, growing the firm now to around 40 professional advisers and support staff. We’re proud to have grown alongside of our many successful clients in industries as diverse as real estate, medical, construction, pubs & clubs, restaurants, trades and many other industries.
Year Founded
1987
Social Media
Linkedin
Industry
Accounting
HQ Location
Level 1 56 Hudson Street Hamilton, NSW 2303, AU
Keywords
Wealth AdvisersAudit & AssuranceSelf Managed Superannuation FundsBusiness Valuationsand Finance Brokers
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