Kevin has transitioned into the role of Financial Advisor after previously serving as an Account Manager at Empire. In his role as Financial Advisor, Kevin is responsible for delivering ongoing strategic advice and service to clients, conducting formal review meetings, and providing guidance across their investment, superannuation, insurance, retirement and broader strategic financial planning needs. He works closely with clients to help them make informed financial decisions and achieve their long-term goals.
Efficient and Productive
Kevin commenced his financial services journey in late 2014, working in a boutique financial planning firm.
From there he moved to working in the financial planning team at Westpac Private, where he became team 2IC, responsible for task delegation and team management, administration of client portfolio requirements, and ensuring compliance and audit requirements were met.
He had a special focus on Self Managed Superannuation Fund matters, and was recognised with a number 1 ranking for productivity nationally in his role.
After completing some additional studies, Kevin joined Empire where his knowledge, experience, productivity and enthusiasm are applied to deliver superior outcomes to our clients and business network.
Qualifications
Kevin holds a Bachelor of Business, with a double major in Economics and Finance, from the Royal Melbourne Institute of Technology and has completed his Graduate Diploma in Financial Planning.