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Sky Kendall

Sky Kendall

Financial Adviser

Morgans Financial Limited - Spring Hill (operated as The Spring Hill Partnership)
Brisbane, QLD 4000

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About

Sky Kendall is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals. With a strong educational foundation, including a Bachelor of International Business from Griffith University (2006) and a Graduate Diploma of Applied Finance & Investment from FINSIA (2007), Sky brings a wealth of knowledge and expertise to her practice. She is also a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating her commitment to upholding the highest professional standards. Sky is authorised to provide advice on a broad range of financial products, including superannuation, wealth management, securities, derivatives and government debt securities. This allows her to create tailored strategies that align with each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Wealth management strategies • Investment in securities and derivatives • Advice on government debt securities • Portfolio construction and management Ready to take control of your financial future? Contact Sky today to schedule a consultation and discover how she can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Superannuation strategies Wealth accumulation Investment portfolio construction Derivatives trading Securities investment Retirement planning

Client Types

Personal Investors SMSF Trust Structures Company Structures Self-Employed

Services

Superannuation Advice Wealth Management
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000322700

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Sky Kendall offer?

Sky Kendall specialises in superannuation advice, wealth management, and investments in securities, derivatives and government debt securities. She can create personalised strategies tailored to your individual needs and goals.

What are Sky Kendall's qualifications and professional memberships?

Sky holds a Bachelor of International Business from Griffith University and a Graduate Diploma of Applied Finance & Investment from FINSIA. She is also a member of the Stockbrokers and Investment Advisers Association (SIAA).

What is the process of working with Sky Kendall to develop a financial plan?

The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Sky will then develop a tailored financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving needs.

How can wealth management advice from Sky Kendall benefit me?

Sky's wealth management advice can help you grow and protect your assets, plan for retirement, and achieve your long-term financial goals. She will work with you to develop a comprehensive strategy that considers your entire financial picture.

What should I expect during my first meeting with Sky?

During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. Sky will ask questions to gain a clear understanding of your needs and will explain how she can help you achieve your objectives.

Get in Touch

Contact Sky directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.