Wealth Management Consultant
Kennedy’s interest in investments took him from a background in accounting to qualifying for a prestigious Chartered Financial Analyst® designation.
Indeed, he continues to assist candidates for the CFA examinations with their preparations, and he lectures on ethics and professional standards. As CFA Charterholder, Kennedy is ideally placed to fulfil the role of trusted advisor to his wealth management clients.
Kennedy has an easy-going personality and good relationship-building skills. His professionalism and strong work ethic endear him to both his clients and his colleagues alike.