Graduate Certificate of Financial Planning (Financial Planning and Services)
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/Finance)
2008 - 2011
St Kevin's College
1998
Kevin Ly's Skills
Time Management
Teamwork
Microsoft Office
Financial Services
Superior Client Service
Risk Management
Paraplanning
Personal Financial Planning
Customer Service
Account Reconciliation
Kevin Ly's Summary
Kevin Ly, based in Melbourne, Victoria, Australia, is currently a Financial Adviser at Kearney Group, bringing 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 in Financial Planning and Services @ Deakin University. With a robust skill set that includes Time Management, Teamwork, Microsoft Office, Financial Services, Superior Client Service and more, Kevin Ly contributes valuable insights to the industry. Kevin Ly has 1 email on RocketReach.