Kenneth Oglesby
Financial Adviser
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About
Kenneth Oglesby is an ASIC-registered financial adviser based in Paynesville, Victoria, dedicated to providing tailored superannuation advice to help clients achieve their long-term financial goals. With a career spanning over two decades, Kenneth holds a CPA (Specialist in Financial Planning) designation from CPA Australia (2001) and certification as a Financial Planner from FPA (2001). Further enhancing his expertise, Kenneth has completed specialized training, including a Self Managed Super Fund Course from Tribeca (2007) and certifications in Margin Lending and Securities from Kaplan (2010). As an active member of the Financial Advice Association of Australia (FAAA) and the National Tax and Accountants Association, Kenneth adheres to the highest professional standards and remains committed to ongoing professional development. He is authorized to provide advice on superannuation, ensuring clients receive expert guidance in this crucial area of financial planning. Key services offered include: • Superannuation strategies • Retirement planning • SMSF advice • Investment advice within superannuation Ready to take control of your financial future? Contact Kenneth Oglesby today to schedule a consultation and discover how he can help you achieve your retirement dreams.
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Frequently Asked Questions
What types of financial advice does Kenneth Oglesby provide?
Kenneth Oglesby specializes in superannuation advice, helping clients optimize their superannuation strategies for retirement and long-term financial security.
What are Kenneth Oglesby's qualifications and experience?
Kenneth is a CPA (Specialist in Financial Planning) with over 20 years of experience. He holds certifications from CPA Australia and the FPA, along with specialized training in SMSFs, margin lending, and securities.
How can Kenneth Oglesby help me with my superannuation?
Kenneth can provide expert guidance on all aspects of superannuation, including choosing the right fund, optimizing contributions, and developing a retirement income strategy.
What is the process for working with Kenneth Oglesby?
The process typically begins with an initial consultation to discuss your financial goals and objectives. Kenneth will then develop a personalized superannuation strategy tailored to your specific needs. Ongoing support and reviews are provided to ensure your plan remains aligned with your evolving circumstances.
Why should I choose Kenneth Oglesby as my financial advisor?
Kenneth's extensive experience, qualifications, and commitment to professional ethics make him a trusted advisor. He provides personalized advice and ongoing support to help you achieve your financial goals.
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