Knowledgebank IQ

KnowledgebankIQ is Partnership of highly experienced, respected experts in financial advice. We are stronger together; as a partnerhip our team distributes knowledge, learning and intelligence evenly to provide clients with sound financial strategies. The interaction of the multiple people and elements of KnowledgebankIQ effect a greater result for our clients and our business than individuals working in silos. Essentially, the whole is greater than the sum of its parts. Innovating client focused wealth management We are believers in driving innovation within the wealth management and financial advice space; firstly to enhance client service and secondly assisting Financial Advisers add tangible value, education and confidence to clients when dealing with one of their most significant assets. In light of this, we run regular session of "KBIQ Rush" where the entire company gets involved. The objective of Rusk is to push boundaries, deliver fresh ideas and kill the sacred cows all in the name of doing things better for our clients. 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.

Address: Suite 1709, Level 17, 264 George Street Sydney, NSW 2000 Australia

Phone: +61 2 9259 8100
FAX: +61 1300 300 899