Kevin embarked on his financial career with a Bachelor of Business Accounting degree from QIT, working as an accountant in a suburban practice before transitioning to the financial markets in 1986. He joined a Brisbane stockbroking firm and gained valuable experience navigating the volatile peaks and troughs of the 1987 market crash. Kevin’s market expertise was acknowledged by the ASX, leading to his nomination as a talkback radio specialist with ABC Radio, where he shared his insights for over a decade. Since joining Ord Minnett in 1998, Kevin has applied his extensive experience to managing investment portfolios and assisting a loyal group of clients with a comprehensive range of wealth management needs. Kevin’s key areas of focus include providing comprehensive financial advice, specialising in superannuation and self-managed super funds (SMSFs), and offering strategic guidance on asset allocation and financial planning.
Background
Areas of Expertise
Key Services
Financial
Planning
Planning
Investment Advice
& Strategy
& Strategy
Portfolio Construction
& Management
& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
& SMSF
Stockbroking
Retirement
Planning
Planning
Philanthropic
Giving
Giving
Investment & Market Research
Qualifications
- Bachelor of Business (Accounting), Queensland University of Technology (QIT)
- Professional Diploma of Stockbroking, Stockbrokers Association of Australia
Certifications
- Accredited Derivatives Adviser Level 1 & 2
- Margin Lending
- Superannuation
Areas of Advice
- Asset allocation
- Financial advice
- Investment strategies
- Superannuation & SMSF
Office
Brisbane
Level 34/71 Eagle St
Brisbane City QLD 4000
(07) 3214 5555
brisbane@ords.com.au
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