Mick Kennedy

Capital Focused Pty Ltd

Gold
20 Yrs Experience
Brisbane City, QLD 4000
I help my clients achieve their goals by providing clear, straightforward advice. I advise clients regarding investments, retirement planning, the implementation of tax-reduction strategies and also transition to retirement and estate planning needs. I am able to provide clear and comprehensive advice for self-managed superannuation funds, from creation to cessation. I previously sat on the MLC Advisory Board and have been part of both ATO and Commonwealth Government treasury focus groups on future policy development. I am a specialist adviser with regards to self managed super funds (SMSF), accredited through the leading industry SMSF advice organisation, SPAA. I am also an associate member of the Financial Planners Association (FPA) and have been since 2004.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Capital Focused Pty Ltd

Level 4, 260 Queen St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lonsdale Financial Group Ltd

AFSL 246934

5.00
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Clear communication
5.00
Knowledge & expertise
5.00
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5.00
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5.00

"Michael is very approachable, reliable and has a terrific attitude. His advice is intelligent, realistic and supportive of my goals, and over the years has led to very positive changes in my life. I highly recommend meeting with Michael and his team for their financial services."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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Qualifications & Training

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2012

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Commissioner for Declarations

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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