Kevin Ly Email
Financial Adviser @ Kearney Group
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Kevin Ly Work
- 2018 -now Financial Adviser @
- 2018 -2019 Quality Assessor @
- 2015 -2018 Financial Adviser @ EJM Financial Services
- 2013 -2015 Associate Adviser and Paraplanner @ EJM Financial Services
- 2012 -2013 Client Services Manager @
- 2009 -2012 Entertainment Service Provider @
Kevin Ly Education
- Deakin University
Graduate Certificate of Financial Planning
2020-2020 - Financial Planners Association
CFP (Financial Planning and Services)
2017-2018 - Kaplan Professional
Diploma of Financial Planning
2014-2016 - Monash University
Bachelor of Business (Accounting and Finance)
- St Kevin's College
VCE
Kevin Ly Skills
- Estate Planning
- Financial Advisory
- Centrelink
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Superannuation
- Investments
- Client Services
- Self Managed Superannuation Funds Smsf
- Financial Services
- Wealth Management
- Account Reconciliation
- Microsoft Office
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Time Management
- Certified Financial Planner
- Customer Service
- Wealth
- Personal Financial Planning
- Teamwork
- Insurance Planning
- Superior Client Service
- Paraplanning
- Self Managed Superannuation Funds
Kevin Ly Summary
- Kevin Ly, is currently a Financial Adviser at Kearney Group. Kevin Ly brings experience from previous roles at TNT Advisor Solutions, EJM Financial Services and Shadforth Financial Group Ltd. Kevin Ly holds a 2020 - 2020 Graduate Certificate of Financial Planning @ Deakin University. With a robust skill set that includes Estate Planning, Financial Advisory, Centrelink, Pensions, Insurance and more. Kevin Ly has 2 emails on RocketReach.
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