Private Client Adviser – ipac south australia
67 Greenhill Road,
Wayville SA 5034
Kevin is a CERTIFED FINANCIAL PLANNER® professional with over 10 years’ experience in the financial services profession. He has attained his Advanced Diploma of Financial Services (Financial Planning) and is accredited to work with Self-Managed Super Funds.
Kevin has a passion for understanding his clients’ needs and goals while working with them in a friendly and collaborative manner to determine the most appropriate strategies for them to achieve both lifestyle and financial goals. Kevin’s approach to financial planning is to work closely with his clients, like any good coach, providing solid individual support and guidance. He has a natural talent for explaining complex industry terminology as easy to understand concepts.
Outside of work, Kevin loves spending time with his young family and friends and particularly enjoys travelling and cooking. A passionate advocate for South Australia, he enjoys nothing better than camping in the Flinders Ranges.