Ken Maher

Ken Maher Email and Phone Number

Financial Services Consultant and mentor to progressive financial planners @ Moneta Super - SMSF Administration Specialist
australia
Ken Maher's Location
Surrey Hills, Victoria, Australia, Australia
Ken Maher's Contact Details

Ken Maher work email

Ken Maher personal email

n/a
About Ken Maher

Having careers in a number of domains - policing, military, local government & financial planning I am a co-owner of a boutique Self-Managed Superannuation Fund administration business in Camberwell VIC Moneta Super Pty Ltd.This business specialises in SMSFs only; it does not provide personal or business taxation or advisory services nor does it advise on strategies for SMSFs which is the role of properly licenced financial advisers.We do alert SMSF trustees of possible issues relating to compliance or where death benefits may have issues. SMSF administration is undergoing increasing complexity following various superior court decisions and legislative changes.We see a need for greater attention relating to family succession in SMSFs especially where blended families are involved. There is a general lack of understanding in the population about the role of wills in the management of superannuation assets.SMSF administration is really beyond the abilities of most trustees & members if only for the time required to keep up with the increasing required knowledge and actions needed to ensure their fund remains compliant.Call us on 03 98130133 for further informationl

Ken Maher's Current Company Details
Moneta Super - SMSF Administration Specialist

Moneta Super - Smsf Administration Specialist

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Financial Services Consultant and mentor to progressive financial planners
australia
Employees:
3
Ken Maher Work Experience Details
  • Moneta Super - Smsf Administration Specialist
    Co-Owner - Marketing, Business Technology
    Moneta Super - Smsf Administration Specialist 2016 - Present
    Melbourne, Australia
    Responsible for marketing through website and social media. Also the company's keeper of technology and records management.
  • Self-Employed
    Providing Afslresponsible Manager, Consulting And Mentor Services To Progressive Financial Planners.
    Self-Employed Dec 2016 - Mar 2021
    Melbourne
    Changes in legislation, regulation, technology and client expectations require financial planners to re-think their business models and service offerings. I am available to assist in this complex and decisive process.My value is in assisting planners to question their current and proposed models, to be a guiding hand and to provide a discipline to help make it all happen.
  • Victoria University
    Sessional Lecturer
    Victoria University Aug 2015 - Nov 2015
    Melbourne, Australia
    Lecturer, Superannuation & Retirement Planning
  • The Pentad Group, Camberwell, Vic, Aus
    Certified Financial Planner & Part Owner
    The Pentad Group, Camberwell, Vic, Aus Nov 2005 - Sep 2014
    Camberwell, Victoria
    Assist clients to achieve preferred lifestyle through strategic financial management. Specialisations: Financial strategies, superannuation, Family Wealth Management including family succession, business succession, estate planning, assets transfer & structuring, investments, personal & business insurance.Located in Camberwell, Victoria, Australia.
  • Partnership Financial Planning
    Owner, Director And Adviser
    Partnership Financial Planning Apr 2003 - Oct 2005
    Financial planning business that merged with the Pentad Group in 2005.
  • Pelham Financial Services
    Director And Adviser
    Pelham Financial Services 2000 - 2003
    Owner, director and planner
  • Winchcombe Carson Financial Planning
    Adviser
    Winchcombe Carson Financial Planning 1996 - 1998
    Finanncial Planner
  • Sunshine City Council
    Director, Administration Services
    Sunshine City Council Aug 1993 - Sep 1994
    Responsibile for support to council & governance, finance, human resources, information technology, local laws
  • Royal Australian Air Force
    Raaf Officer
    Royal Australian Air Force Jan 1971 - Jan 1994
    Australia
    Various unit & staff positions: RAAF Staff College, 34 Sqn, No 1 Aircraft Depot, HQ Support Command, Air Force Office, RAAF Publications......

Ken Maher Skills

Estate Planning Wealth Management Financial Advisory Superannuation Strategic Financial Planning Financial Planning Investment Strategies Wealth Accumulation Investments Wealth Small Business Retirement Planning Wealth Management Services Pensions Finance Asset Protection Investment Advisory Strategy Family Succession Trusts Personal Financial Planning Retirement Succession Planning Income Protection Family Wealth Management Multi Generational Wealth Transfer Insurance Inheritance Tax Planning Powers Of Attorney Holistic Financial Planning Xplan Ms Office Management Leadership Financial Services Mentoring

Ken Maher Education Details

Frequently Asked Questions about Ken Maher

What company does Ken Maher work for?

Ken Maher works for Moneta Super - Smsf Administration Specialist

What is Ken Maher's role at the current company?

Ken Maher's current role is Financial Services Consultant and mentor to progressive financial planners.

What is Ken Maher's email address?

Ken Maher's email address is ke****@****.com.au

What schools did Ken Maher attend?

Ken Maher attended Rmit University, National Training Pty Ltd, Deakin University, Monash University, University Of Canberra, Nsw Barristers Admission Board Examinations.

What are some of Ken Maher's interests?

Ken Maher has interest in Rugby, Photography, Melbourne Rebels, Travel, Woodturning And Woodworking.

What skills is Ken Maher known for?

Ken Maher has skills like Estate Planning, Wealth Management, Financial Advisory, Superannuation, Strategic Financial Planning, Financial Planning, Investment Strategies, Wealth Accumulation, Investments, Wealth, Small Business, Retirement Planning.

Who are Ken Maher's colleagues?

Ken Maher's colleagues are Monica W..

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