Michaeel 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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

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