Meet the Team at EKO Financial
EKO Financial Pty Ltd specialise in providing a client first culture.
At EKO, we are dedicated to creating and protecting wealth for our clients. Our holistic approach recognises the importance of fully understanding your needs and structuring a specific, individual strategy for each client. We are committed to helping you achieve your personal and/or business financial goals whilst also considering long-term aspects of your financial strategy.
Left to right:
James Kidd, Director and Senior Financial Adviser
Michele Podmore, Client Service Administrator
Jeff Ebsworthy, Director and Senior Financial Adviser
Nate Smyth, Client Service Administrator
Niki Parker, Compliance & Office Manager
James Kidd and Jeff Ebsworthy offer over 40 years of combined accounting and financial services experience. James holds a Bachelor of Business Accounting & Management and a Graduate Diploma in Financial Planning. Jeff is a registered CPA – Financial Planning Specialist who holds a Bachelor of Business Accounting, and a Graduate Diploma in Financial Planning.
Our professional and efficient service is an integral part of our business and each member of our team helps achieve and deliver optimum results. View our Client Stories
EKO = Honesty, Transparency, Integrity