David Kennedy

Hunter Wealth

Gold
20 Yrs Experience
Sydney, NSW 2000
Principal Adviser at Hunter Wealth, providing clients with more confidence in their financial decisions and greater peace of mind. David specialises in retirement planning strategies in areas such as superannuation and pension advice (including self-managed super), aged care funding strategies, and non-super portfolio guidance. Prior to 2021, David spent 12 years as Director at Hillross Pacific Advisory, and he has contributed to curriculum development and assessment of superannuation and retirement planning courses at Kaplan Professional.   He has discussed retirement trends on ABC Radio Sydney, Sunrise, 3AW Radio Melbourne, and 6PR News Talk Perth, and his views have appeared in The Sydney Morning Herald and The Australian. David is the co-author of Finding Joy in Retirement (2019) and author of End of the Retirement Age (2017). He writes for Starts at 60 about key social and financial issues relevant to older Australians. David holds a Master of Business Administration from the University of Canberra, postgraduate qualifications in finance and investment from FINSIA, and the Certified Financial Planner (CFP®) designation. He is a CFP® practitioner member of the FPA, an ACS Accredited Aged Care Professional, and an Authorised Representative of Hillross Financial Services Limited. A father of three, David is a keen long-distance runner, and is currently studying a Master of Ageing at the University of Melbourne.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Tax Strategies

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 11
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Hunter Wealth

Level 10, 20 Hunter Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Hillross Financial Services Ltd

AFSL 232705

4.90
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 11

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5.00

"As retirees trying to sort out a nest of commitments and financial issues, we found David Kennedy’s style of advice a perfect fit. He really listened to our aims and managed to map them out as clear financial strategies for us to choose between. None of our questions were too stupid and nothing too too much trouble for him."

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always available and very knowledgeable. My wife and I are very grateful to David for the help and advice he gave us in our planning for retirement. He's a great listener and we could not be happier with the service he continues to deliver to us. Whatever our questions, David always responds with promptness and well-considered advice. We have great confidence in David as a financial planner and have no hesitation in recommending to others."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"David Kennedy is a highly professiona financial advisor. He instils confidence, he is insightful, smart, articulate and clear, an active listener, sober in his judegement, realistic, disciplined and thorough in his approach, and on top of that, personable. In short, I highly recommend David Kennedy as Financial Advisor."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David Kennedy is a wonderful financial adviser, utterly professional, attentive and respectful. He is very knowledgeable and wise in assiting me to make the most of my financial situation."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has assisted ourselves and immediate family on investment opportunities with their pros and cons. Extremely beneficial."

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

"David listens well and helps make plans happen."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is a fantastic financial adviser. He is so thoughtful and truly listens. His advice clearly demonstrates a deep understanding of your situation & concerns, as well as his expertise & knowledge. David has shown us a clear path forward with our finances. I feel more confident about our financial situation since working with him. Thanks to David, I know that we are on track to achieving our financial goals."

  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David's wealth of knowledge is so reassuring. David is so reliable and always responds quickly with any queries we have. We have complete trust in his advice and would not hesitate to recommend him. Jan & Bill. 2153"

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

"David Kennedy was recommended to me by a friend and I haven't been disappointed in any way by his services. From our first contact 2 years ago, I have found him to be very approachable and he has answered all of my enquiries comprehensively and with the utmost sensitivity to my situation. He is friendly and warm and, at the same time, very professional. David Kennedy is a person of integrity who I trust and respect."

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

"Since we have handed over our self managed super fund to David we have been just so thrilled and delighted with his wonderful service. Nothing is too much trouble, no query too small. David has taken away all the worries concerned with trying to run our own super fund. It is like a load of concrete has gone off the neck. I can't recommend David highly enough, and in fact have done so to three friends in the short time we have been David's grateful clients."

  • Superannuation
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting

Qualifications & Training

Graduate Certificate in Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2003

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2004

Master of Business Administration

Level
9 - Masters Degree
Institution
University of Canberra (UC)
Completed
2002

Professional Diploma of Stockbroking

Level
5 - Diploma
Institution
DeakinCo. (prev DeakinPrime)
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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