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