James Kenny
Financial Adviser
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About
James Kenny is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping individuals and families achieve their financial goals with tailored advice and strategies. With a Bachelor of Commerce in Financial Planning and Investment from Griffith University (2006) and as a Certified Financial Planner (FPAA, 2009), James brings a wealth of knowledge and experience to every client interaction. Further enhancing his expertise, James completed the SMSF Adviser Education Program with Financial Essentials in 2010. As a member of the Financial Advice Association of Australia (FAAA), James adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring clients receive holistic and well-rounded guidance. His areas of expertise include superannuation, insurance, wealth management, and retirement planning. Specifically, James can advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice and planning • Comprehensive insurance solutions • Strategic wealth management • Retirement planning and income strategies • Investment advice Ready to take control of your financial future? Contact James today to schedule a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does James Kenny provide?
James specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He provides tailored advice based on your individual financial situation and goals.
What qualifications does James Kenny have?
James holds a Bachelor of Commerce in Financial Planning and Investment from Griffith University, is a Certified Financial Planner (FPAA), and has completed the SMSF Adviser Education Program. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of James Kenny?
The first step is to schedule an initial consultation where we will discuss your financial goals, current situation, and any concerns you may have. From there, James will develop a personalised financial plan tailored to your needs.
What can I expect during a consultation with James Kenny?
During a consultation, you can expect a thorough and confidential discussion about your financial situation. James will listen carefully to your needs and provide clear, easy-to-understand advice. There is no obligation to proceed after the initial consultation.
Does James Kenny provide advice on Self-Managed Super Funds (SMSFs)?
Yes, James has completed the SMSF Adviser Education Program and is qualified to provide advice on all aspects of SMSFs, including establishment, management, and compliance.
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