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James Kennedy

Kennedy Wealth Pty Ltd

Gold
13 Yrs Experience
Geelong, VIC 3220

I hold a bachelor's degree and am a Certified Financial Planner CFP®. This means I am a qualified and experienced financial planner who can provide you with advice that can help you change the direction of your life.

I enable everyday Australians to pay off their debts sooner, fund their retirement plans and insure what's most important to them.

We start with an understanding of what motivates you and the hopes you have for the future.

Then we can work with you to set you on a path for ongoing success, there are no quick fixes!

I am focused on building a sustainable and comprehensive service for my clients to give them the ongoing advice they can trust.

If you would like to set yourself on a path of financial success, please don't let this opportunity pass.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At Kennedy Wealth we are very transparent with our fee structure. Please feel free to contact me to understand how we charge for our professional advice.

At a glance

  • Adviser status Gold
  • First year providing advice 2012
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Kennedy Wealth Pty Ltd

Level 4, 60 Moorabool St
Geelong, VIC 3220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Cumulus Financial Group Pty Ltd

AFSL 452645