Conaill Keniry

What If Advice

Silver
7 Yrs Experience
Melbourne, VIC 3000

Recent reviews

What If Advice

Level 30, 35 Collins St
Melbourne, VIC 3000

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Beryllium Advisers Pty Ltd

AFSL 528250

5.00
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"I found Conaill insightful, thoughtful and listened to my financial challenges before he provided his advice. Conaill at all times was respectful, so I didn't feel embarrassed, and I was happy to share the essential information he needed to get professional advice. Conaill enabled me to have confidence in my future and gave me clarity for a savings and investment plan. I would highly recommend Conaill to anyone seeking a fresh look at their wealth creation."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Conaill is genuine and helpful and broke down the complexities I had with my super and insurance covers to make it easy for me. Thanks again"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have had a really good experience with Conaill so far. He explains things thoroughly and has taken the time to get to know us. Has made the process much easier for us. Thanks Conaill!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Buffet and Barefoot in one down to earth, savvy package! Thanks Conaill!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"What a great guy to work with! Conaill is so easy to talk to and really understands our goals. He is very responsive to emails or phone calls and has a knack for imparting his knowledge of financial planning in easy to understand ways! 5 stars!"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Conaill’s concise explanations on certain topics really shifted the way I look at money, and highlighted the importance of sound un-biased advice. Thanks Conaill! (Sean, 4074)"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very knowledgeable, insightful and flexiable to my needs and goals. Everything you want from and financial planner and more!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent communicator with wide knowledge found him helpful and his advise has been most beneficial"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Conaill has been working with my wife and I and we have found him to be innovative with his solutions, responsive and open and honest in our dealings with him. We would have no hesitation in recommending him."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2014

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
2017

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

SMSF Association (SMSF)

Membership type
Associate
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