Hillross

David Kennedy
Principal Adviser
Hunter Wealth. Level 10, 20 Hunter Street, Sydney, NSW 2000
Authorised Representative and Credit Representative of Hillross Financial Services Limited

David specialises in retirement planning strategies. He is the author of End of the Retirement Age, co-author of Finding Joy in Retirement, and a winner of the Hillross Adviser of the Year Award.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Advanced Diploma of Financial Services (Financial Planning)
  • Graduate Certificate in Applied Finance and Investment
  • Master of Business Administration
  • Professional Diploma in Stockbroking
  • Master of Ageing
  • Bachelor of Applied Science
  • FAAA - Financial Planning Association
  • CFP®- Certified Financial Planner (FAAA)
  • Accredited Aged Care Professional

Areas of
Expertise

Aged care
Investments
Retirement
Self Managed Super Fund
Superannuation

Prior to joining Hunter Wealth, I spent 12 years as Director at Hillross Pacific Advisory, specialising in retirement planning strategies.

I work closely with clients to bring a sense of calm and order to their financial affairs, while helping them establish meaningful goals and a strategy to achieve them.

I am an advocate of phased retirement, and enjoy writing about the key considerations in planning and preparing successfully for life after work.

A father of three, I am a keen long-distance runner, and strongly believe in the value of lifelong learning.

David's ideas of Financial Freedom

Having the resources to explore the world with family and friends, and the time to chase dreams; to run, to write, to learn, to laugh, and love.

Media

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Some quick facts about David

15 Years Experience

David speaks:

English

David's Awards Include:

Hillross Adviser of the Year (2014)
FPA/Future2 Community Service Best Practice Award NSW Runner-up (2013)
Hillross Award for Service to the Community (2013)
Hillross Award for Service to the Profession (2012)
Hillross Award for Professional Excellence (2009)

You can meet David:

In our office
Meet outside of office
Phone meetings
Skype
Teams
Zoom

Contact David directly:

Ph. (02) 9003 4100
Connect via Linkedin
 Request a meeting

Hunter Wealth

WE ARE HUNTER WEALTH Our kind of passion is a rare quality in the conservative and corporate world of wealth management. We partner with our clients for the long term, offering a unique and personalised experience that is tailored to their needs and financial dreams. It is only when we fully understand an individual client’s idea of Financial Freedom that we can help them create the life they want to live.
Level 10, 20 Hunter Street, Sydney, NSW 2000
Ph. 02 9003 4100

Find David at:

Level 10, 20 Hunter Street Sydney NSW 2000