KTA Financial Services (KTAFS) has been established since 1980 and is a leading financial planning practice in the Fleurieu Peninsula region of South Australia.

Our role is to work with you as our client, to understand what you want to do with your life and help you develop a financial roadmap to achieve these goals.

Through our financial planning process, we aim to educate and provide the means for our clients to make the most of their lifestyle and financial resources.

Certified Quality Advice Practice

KTA Financial Services is a Certified Quality Advice Practice. According to Simon Wallace, AMP’s Director, Client Solutions & Advice Services, KTA's results were impressive.  "The Certified Quality Advice application submitted was one of the best we've ever received and it was clear that KTA Financial Services were serious about the accreditation.  The application was impressive not just because it satisfied the requirements for accreditation, but because it also detailed the practical benefits that had flowed from implementing them into the business."

Kym Thyer, Financial Adviser and Principal of KTA agrees, "For us, becoming a Certified Quality Advice Practice wasn't simply a case of ticking the required boxes.  We wanted to become more proactive in how we conducted our business, to be better at delegating authority to our staff and at continually demonstrating the value of our advice to clients."

Asset Magazine Innovation Awards

KTA Financial Services was one of 20 Financial Planning Practices recognised nationally in the 2006 Asset Magazine Innovation Awards for its progressive client services. "We have worked very hard on developing and refining the delivery of services to our clients in recent years, and we are very pleased to be recognised for this", said Kym.