Kirk Alpen

Qualifications

• Bachelor of Commerce (Finance and Financial Planning)
• FPA Associate Member

The best part of my job is that every client’s situation is different, every client has their own goals that they’re working towards and that means that for me, every day at work is different. I enjoy helping my clients achieve their goals and live their ideal retirement lifestyle.

Kirk began working at StatePlus in early 2018 and comes with a strong technical background due to his experience with boutique financial planning firms. He enjoys getting to know his clients, helping them realise their goals and ambitions in the lead up to and into retirement and gets great satisfaction by helping these ambitions come to life and the peace of mind that this provides his clients.

In terms of education, Kirk has a Bachelors’ degree in Commerce with a double major in both Finance and Financial Planning. He has recently embarked on the journey towards becoming a Certified Financial Planner with the Financial Planning Association of Australia and understands the importance of continual development in the provision of quality financial advice.

Kirk is originally from the small country town of Griffith in NSW and made the move to Wollongong to pursue his university studies. He came across financial planning and he found that the diversity of a financial planner’s role and the opportunity to make a real difference in peoples’ lives really appealed to him. Kirk loves most forms of sport ranging from soccer to tennis to basketball and enjoys staying active, getting outdoors and enjoying the coastal lifestyle whenever he can.