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 

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