Michael Kennedy

Michael Kennedy Email and Phone Number

Private Wealth Adviser, founder of Captial Focused Private Wealth @ Capital Focused Private Wealth
Michael Kennedy's Location
Brisbane, Queensland, Australia, Australia
Michael Kennedy's Contact Details

Michael Kennedy work email

Michael Kennedy personal email

Michael Kennedy phone numbers

About Michael Kennedy

At Capital Focused Private Wealth, I employ proven wealth accumulation and estate planning techniques to safeguard and grow client portfolios. My approach is rooted in crafting personalised, safe, and effective financial plans, ensuring that each client's path to their financial goals is both clear and attainable. The result is a dedicated partnership where clients' dreams and financial security are the paramount mission.

Michael Kennedy's Current Company Details
Capital Focused Private Wealth

Capital Focused Private Wealth

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Private Wealth Adviser, founder of Captial Focused Private Wealth
Website:
capitalfocused.com.au
Employees:
17
Michael Kennedy Work Experience Details
  • Capital Focused Private Wealth
    Portfolio Manager / Private Wealth Adviser / Team Builder
    Capital Focused Private Wealth Sep 2011 - Present
    Brisbane
    I help my clients to realise their financial goals and dreams, through safe effective proven strategies.
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  • Emmr
    Ceo
    Emmr Sep 2016 - Dec 2023
    Brisbane
    Our team at emmr is helping deliver in partnership with IBM Watson, the future of financial advice. We are helping advisers to deliver hyper-personalised communications and deep engagement using the latest in cognitive learning systems.
  • National Australia Bank
    Senior Financial Planner / Ria
    National Australia Bank Feb 2004 - Sep 2011
    Michael has helped hundreds of business owners, executives, individuals and families invest to preserve and accumulate wealth. His ability to listen to his clients dreams and goals has served them well.A fee for service based adviser that specialises in wealth accumulation, retirement planning and estate planning. No cost initial consultation
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  • Macquarie Group
    Adviser Consultant
    Macquarie Group Apr 2001 - Jan 2004
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  • Anz
    Cdo Securitisation Auditor
    Anz Jan 2001 - Apr 2001
    View

Michael Kennedy Skills

Financial Advisory Retirement Planning Wealth Superannuation Financial Planning Investments Wealth Management Estate Planning Wealth Accumulation Strategic Financial Planning Portfolio Management Retirement Investment Strategies Financial Services Risk Management Insurance Finance Income Protection Investment Advisory Pensions Financial Planners Smsf Financial Risk Relationship Management Funding Banking Mutual Funds Personal Financial Planning Life Insurance Equities Wealth Management Services Managed Funds Debt Management Unit Trusts Financial Goals High Net Worth Individuals Investment Management Tax Personal Finance Savings Asset Allocation Private Banking Succession Planning Trusts Certified Financial Planner Securities Financial Advice Critical Illness Mortgage Lending Holistic Financial Planning

Michael Kennedy Education Details

Frequently Asked Questions about Michael Kennedy

What company does Michael Kennedy work for?

Michael Kennedy works for Capital Focused Private Wealth

What is Michael Kennedy's role at the current company?

Michael Kennedy's current role is Private Wealth Adviser, founder of Captial Focused Private Wealth.

What is Michael Kennedy's email address?

Michael Kennedy's email address is sk****@****ail.com

What is Michael Kennedy's direct phone number?

Michael Kennedy's direct phone number is +614599*****

What schools did Michael Kennedy attend?

Michael Kennedy attended University Of The Sunshine Coast, Adv Dip Financial Services Financial Planning, Diploma Of Financial Planning.

What are some of Michael Kennedy's interests?

Michael Kennedy has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.

What skills is Michael Kennedy known for?

Michael Kennedy has skills like Financial Advisory, Retirement Planning, Wealth, Superannuation, Financial Planning, Investments, Wealth Management, Estate Planning, Wealth Accumulation, Strategic Financial Planning, Portfolio Management, Retirement.

Who are Michael Kennedy's colleagues?

Michael Kennedy's colleagues are Chris Rehbein, Jean Warren, Oliver Kennedy, Marcel Gaensler, Travis Ramsay.

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