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.
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.
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.
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.
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.
David has assisted ourselves and immediate family on investment opportunities with their pros and cons. Extremely beneficial.
- Adviser status Gold
- Number of reviews 11
- First year providing advice 2002
- Years of experience 22
- Master of Business Administration
Hunter WealthLevel 10, 20 Hunter Street
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
Hillross Financial Services Ltd