Kevin So Email
Senior Financial Advisor @ The Practice
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Kevin So Location
- Melbourne, VIC, AU
Kevin So Work
- 2026 -now Senior Financial Advisor @
- 2022 -2026 Senior Financial Advisor @
- 2012 -2022 Senior Financial Planner @ Planning Partners
- 2010 -2012 Paraplanner @ Planning Partners
- 2007 -2010 Client Services Officer @ Planning Partners
Kevin So Education
- Deakin University
Certified Financial Planner Designation (Financial Planning and Services)
2013-2014 - Kaplan Professional
Graduate Diploma of Financial Planning (Financial Planning and Services)
2009-2012 - RMIT University
Bachelor of Business (Accountancy) (Accounting and Law)
2003-2006
Kevin So Skills
- CRM
- Strategy
- Finance
- Financial Planning
- Risk Management
- Project Management
- Investments
- Financial Risk
- Microsoft Office
- Strategic Planning
- Financial Analysis
- Team Leadership
- Analysis
- Wealth Management
- Project Planning
- Microsoft Word
Kevin So Summary
- Kevin So, based in Melbourne, VIC, AU, is currently a Senior Financial Advisor at The Practice. Kevin So brings experience from previous roles at Grimsey Wealth Pty Ltd and Planning Partners. Kevin So holds a 2013 - 2014 Certified Financial Planner Designation in Financial Planning and Services @ Deakin University. With a robust skill set that includes CRM, Strategy, Finance, Financial Planning, Risk Management and more.
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