Portfolio

Paul Kennedy

Paul has over 20 years experience in the business, professional and financial services sectors. This experience includes operational, general management and board responsibility including:
Funds management
Financial planning
Financial products and investments
Superannuation and insurance
Trustee services
Not-for-profit services

Profile

Paul Kenndy

Our Role

Strategy & Planning

Paul’s primary business objective is building a strong financial and stakeholder base through the delivery of superior planning, business development, marketing, sales, client relationships and service.

Professional Credentials

Professional qualifications

Certified Practising Accountant (CPA Australia)
Chartered Accountant (NZICA)
Graduate Diploma of Financial Planning (Finsia)
Certificate of Superannuation Management
RG146 Compliant

Professional association memberships

Over the years, Paul has been an active member of various business, industry and professional organisations including:

Association of Superannuation Funds of Australia
CPA Australia
Financial Executives International
Financial Planning Association of Australia

Financial Services Institute of Australasia
Mortgage & Finance Association of Australia
New Zealand Institute of Chartered Accountants
Trustee Corporations Association of Australia
Rotary Club of Brisbane Mid-City

- Australian Communication Exchange (Life Member)

Professional Experience

In doing so, he has been a committee member of the Queensland division of several of these organisations.
Paul has also served on a wide range of community based organisations.

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Career summary

Principal, PGV Consulting
Business Director, Wilson HTM Investment Group
Business Development Manager, Permanent Trustee / Trust Company
Director, Australian Communication Exchange
Operational Services Manager, Suncorp
Customer Service Manager, Suncorp
Executive Director, New Zealand Permanent Trustees
Financial Products Manager, National Mutual New Zealand
Corporate Development Manager, National Mutual New Zealand

Our Services

Project Planning

Portfolio Maintain

Segregated Accounts

Stock Maintain

Strategy Execution

Financial Planning

Automation

Ratio Analysis