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
My fees
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
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Adviser status
Gold
- First year providing advice 2012
- Years of experience 13
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Kennedy Wealth Pty Ltd
Level 4, 60 Moorabool StGeelong, VIC 3220

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Cumulus Financial Group Pty Ltd
AFSL 452645
