Kenneth Filbey
Financial Adviser
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About
Kenneth Filbey is an ASIC-registered financial adviser based in Mooloolaba, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Kenneth holds a Diploma of Financial Planning from PS146 Training Australia (2008), along with industry qualifications including DFP 2 & 4 from the FPA (2001), Investment Planning 1 from Integratec (2002), and Taxation Planning from Mentor RG 146 (2010). Kenneth is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. Kenneth is authorised to provide advice on a range of financial products, ensuring that your financial plan is robust and meets your specific needs. His expertise includes superannuation, insurance, and retirement planning, along with Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies • Personal financial planning Ready to take control of your financial future? Contact Kenneth Filbey today for 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 Kenneth Filbey offer?
Kenneth Filbey specialises in superannuation advice, retirement planning, and insurance solutions. He provides advice on Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts, creating comprehensive financial plans tailored to your individual needs.
What are Kenneth Filbey's qualifications and experience?
Kenneth Filbey has over 20 years of experience in the financial services industry. He holds a Diploma of Financial Planning from PS146 Training Australia (2008) and other industry qualifications. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Kenneth Filbey?
During your initial consultation, Kenneth will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a strategy for achieving your financial objectives and discuss the services that he can provide.
How does Kenneth Filbey develop a financial plan?
Kenneth develops a personalized financial plan based on your individual needs and goals. He considers your current financial situation, risk tolerance, and future aspirations to create a roadmap to financial security.
What is the best way to contact Kenneth Filbey?
You can contact Kenneth Filbey via phone or email to schedule an initial consultation. He is available to discuss your financial needs and how he can help you achieve your goals.
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