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Wealth adviser to Business Owners, Executives and Retirees
Tom is an Associate Director with over 8 years of experience providing strategic financial advice to HNW individuals and entities.
He has extensive experience in wealth management, superannuation and investment advice.
He can explain complex financial concepts in easy-to-understand language, and aims to provide his clients with the tools to achieve their personal and family wealth goals.
Authorisations
Tom Kenny can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Securities
- Superannuation
- Margin Lending Facility
Tom is also accredited to provide tax (financial) service advice.
Qualifications
- Graduate Diploma of Financial Planning, KAPLAN, 2020
- Financial Adviser Exam, FASEA, 2019
- Tier 1 Securities, KAPLAN, 2017
- Bachelor of Commerce and Arts, Notre Dame, 2017