James Kenny, CFP®, DolFinwise, Australia
James is the first Financial Planner in Australia to win three prestigious awards in the same year including:
2013 FPA Best Practice Award – National Winner, CERTIFIED FINANCIAL PLANNER® Professional category
2013 PlanPlus Global Financial Planning Award – Winner, Asia Region
2013 Money Management Financial Planner of the Year
James is well regarded for his uncompromising “client first” approach and has been a keynote speaker for the Griffith University Professional Degree in Financial Planning, the Sunsuper Adviser Professional Development program and the Financial Planning Associations National Congress and Young Professionals events.
James holds a Bachelor of Commerce Degree in Financial Planning and Investments (Accounting major), and is a Certified Financial Planner™ (an internationally recognised standard and the Financial Planning Association’s highest professional designation). James has also completed specialist training to provide advice in relation to complex areas such as self-managed superannuation. James provides advice to a diverse range of clients requiring assistance in areas such as wealth creation, tax minimisation, pre-retirement and retirement planning, estate planning and risk protection.
James has more than 18 years experience working in various roles within the Banking and Finance sector and has worked as a Professional Financial Planner since 2007. James is a practitioner member of the Financial Planning Association (FPA) and the former Deputy Chair and Treasurer of the Brisbane Chapter of the FPA (2010 – 2012).
“I believe that the PlanPlus Global Financial Planning Awards are crucially important to help demonstrate and reinforce the value that professional advisers can deliver to their clients and the wider community. As the Financial Planning industry continues to cultivate into a globally recognised profession, promoting the value of advice will help to break down misconceptions and strengthen public trust in the profession.
I encourage all Financial Planners that provide high quality, professional advice to their clients to enter the PlanPlus Global Financial Planning Awards next year to demonstrate the value that can be achieved from obtaining Professional Financial Advice and enhance the reputation of our profession”.