Kevin Mcdonald Cfp® Email and Phone Number
As a Principal Adviser/Director of Future Focus Financial Planning, my passion is in building relationships with new and existing clients, using my expertise to help facilitate the life they want to live. Our business mission is to help Australians align their financial decisions with their values to support a better future for their family and future generations.We take the time to understand where you are now and where you want to go to ensure all areas of your financial life are taking you down the path you choose to follow.In offering holistic, strategic financial planning services we can provide advice on:• Investment and Wealth Creation• Superannuation and Retirement• Socially Responsible/Ethical Investing• Cash flow and Savings Strategies• Debt Reduction and Management• Insurance and Estate Planning• Social Security and Aged Care Our business is focused on helping you to align all areas of your financial life to your goals and objectives while also offering investment options that align with your values, to help support the future you desire. If you think I might be able to help you, your family or friends please reach out, alternatively if you want to know more, follow the below link to our website.www.futurefocusfp.com.au
Future Focus Financial Planning
View- Website:
- futurefocusfp.com.au
- Employees:
- 4
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Principal Adviser And DirectorFuture Focus Financial PlanningWollongong, Nsw, Au -
Principal Adviser/DirectorFuture Focus Financial Planning Jul 2019 - PresentWollongong, AustraliaAs an Adviser my focus is on providing the best possible client experience to ensure the clients we engage with feel heard and understood. I originally took up a career in financial planning to build a skill set that could help friends and family live more fruitful lives which I feel is exactly what I can provide. By taking the time to listen I am best positioned to understand what is truly important to my clients. From there, using my expertise and experience, together we develop… Show more As an Adviser my focus is on providing the best possible client experience to ensure the clients we engage with feel heard and understood. I originally took up a career in financial planning to build a skill set that could help friends and family live more fruitful lives which I feel is exactly what I can provide. By taking the time to listen I am best positioned to understand what is truly important to my clients. From there, using my expertise and experience, together we develop flexible, tailored plans to support the lives they want. After creating an initial plan together, I work with my clients over years to better understand them and improve their plan by identifying and capturing the right opportunities while protecting against relevant risks.As a Director and Founder, I want to create a meaningful impact for the people within our community and more broadly by growing a business that allows people to achieve more than they can alone in shaping a better future. I believe strongly that the best way to live is to influence a better present and future for those around us while working together in our communities. Future Focus Financial Planning is here to facilitate creating a better future and supporting our community. Show less -
Financial AdviserFinance Control Oct 2011 - Jul 2019Wollongong, AustraliaAs an adviser I met with prospective and existing clients of Finance Control to build and foster relationships, assist clients in articulating their situation and prioritising defined goals, and then present with clarity the integrated strategies to best set about achieving them. -
Project Lead - Let'S Do It! Project (Volunteer)Junior Chamber International Illawarra Jan 2018 - May 2019Wollongong, AustraliaThrough Junior Chamber International - Illawarra (JCI Illawarra) I was the Project Lead on our first ever 'Let's Do It! Project' as part of World Clean Up Day 2018. This role was multidimensional in leading, developing, coordinating and delivering a new project. This was achieved through bringing together and collaborating with a range of stakeholders including sustainability focused Not-For-Profits (NFPs) , local government, the Illawarra business community and the broader community in… Show more Through Junior Chamber International - Illawarra (JCI Illawarra) I was the Project Lead on our first ever 'Let's Do It! Project' as part of World Clean Up Day 2018. This role was multidimensional in leading, developing, coordinating and delivering a new project. This was achieved through bringing together and collaborating with a range of stakeholders including sustainability focused Not-For-Profits (NFPs) , local government, the Illawarra business community and the broader community in our region.The primary focus of this role was to bring sustainability focused NFPs in our region together with the local business community to create lasting connections as we work towards the UN Sustainable Development Goals (SDGs) in our region.We brought together a core group of 9 from JCI Illawarra's 40 members in pursuit of the following UN SGDs: Goal 11 – Sustainable Cities and Communities; Goal 12 – Responsible Consumption and Production; Goal 14 - Life Below Water; Goal 15 - Life on Land; Goal 17 – Partnerships for the Goals.We were able to achieve the following; • 15 local businesses engaged and more keen to get involved with such projects again• $4,200 directly raised for the NFPs in cash donations• In-kind and ongoing support largely unquantified, surpassing well over $1,000 in value• 9 NFPs engaged and participated on the day• 17 JCI members participated on the day• 211 registered participants• >250 total participants including friends and family members• 246kgs of trash collected• 24,000 social media reach for the event page including 566 responses • 3 local newspaper articles, 1 local TV interview, 1 local radio interview and 1 international article (Let’s Do It World Newsletter)The positive feedback has been overwhelming with participants commenting on the likelihood they will engage in further community projects, businesses pledging ongoing support to sustainability in the region and a number of others keen to engage in future projects with JCI. Show less
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Immediate Past PresidentJunior Chamber International Illawarra Jan 2018 - Dec 2018Wollongong, AustraliaThe focus of this role is to provide for a smooth transition to the new JCI Illawarra President and the wider Board while ensuring continuity of longer-term projects.
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PresidentJunior Chamber International Illawarra Jan 2017 - Dec 2017Wollongong, AustraliaAs President of JCI Illawarra my focus was on both the achievement of our Strategic Plan for 2017 and more broadly in the achievement of the JCI Mission, 'to provide development opportunities that empower young people to create positive change'.
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Vice PresidentJunior Chamber International Illawarra Jan 2016 - Dec 2016Wollongong, AustraliaAs Vice President of JCI Illawarra my focus was on assisting our President in both the achievement of our Strategic Plan for 2016 and more broadly in the achievement of the JCI Mission, 'to provide development opportunities that empower young people to create positive change'.As Director of Partnerships also in this year my key driver was to ensure JCI Illawarra members were successfully engaging in professional development opportunities through our new and existing partnerships.
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Student AssistantUniversity Of Wollongong Mar 2008 - Jul 2010Wollongong, AustraliaExperience in a range of programs provided by UOW to students including enrolment assistance, guided tours and orientation group services for domestic and international students. These roles involved leading network building exercises focused on starting a peer network for students beginning university and relaying a student perspective on the experiences they will be facing in their early years at university.
Kevin Mcdonald Cfp® Skills
Kevin Mcdonald Cfp® Education Details
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Deans Scholars With Distinction -
Applied And Professional Ethics -
Cfp Certification -
Financial Planning And Services
Frequently Asked Questions about Kevin Mcdonald Cfp®
What company does Kevin Mcdonald Cfp® work for?
Kevin Mcdonald Cfp® works for Future Focus Financial Planning
What is Kevin Mcdonald Cfp®'s role at the current company?
Kevin Mcdonald Cfp®'s current role is Principal Adviser and Director.
What schools did Kevin Mcdonald Cfp® attend?
Kevin Mcdonald Cfp® attended University Of Wollongong, Kaplan Professional, Deakin University, Kaplan Professional, Smith's Hill High School.
What are some of Kevin Mcdonald Cfp®'s interests?
Kevin Mcdonald Cfp® has interest in Relationships And Knowledge, Exercise And Nutrition, Spending Time With Mates, Reading, Football (Soccer And Rugby League), Personal Improvement, Expanding My Mind, Healthy Eating/healthy Lifestyle, Healthy Living, Financial Planning.
What skills is Kevin Mcdonald Cfp® known for?
Kevin Mcdonald Cfp® has skills like Strategic Financial Planning, Holistic Financial Planning, Financial Planning, Superannuation, Wealth Management, Wealth Accumulation, Investments, Gearing, Debt Management, Insurance, Income Protection, Estate Planning.
Who are Kevin Mcdonald Cfp®'s colleagues?
Kevin Mcdonald Cfp®'s colleagues are James Gliguroski, Jarryd Vinton, Morgan Cowie.
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