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Michael Kennedy
Passionate private client financial planner
Michael Kennedy is a seasoned Financial Planner with over 16 years of experience in the finance industry, having worked for reputable organizations like NAB, Macquarie, and ANZ. Currently serving as the Director of Capital Focused Financial Planning, he excels in providing tailored wealth strategies to clients with diverse financial goals and complexities.
With a comprehensive educational background including studying Financial Services, Finance, and Financial Planning at esteemed institutions such as Deakin University and the University of the Sunshine Coast, Michael is well-equipped to offer sound financial advice and assistance.
As a trusted advisor, Michael works closely with clients to create effective investment strategies aligned with their aspirations and lifestyle preferences. His expertise extends to retirement planning, tax reduction strategies, life insurance, and estate preparation, ensuring a holistic approach to achieving financial security and wealth accumulation.
What distinguishes Michael is his unwavering commitment to honesty, genuine care for his clients' well-being, and a consistent focus on safeguarding assets and securing the financial future of individuals and their families.
