Adviser Profile
Kevin has been a financial adviser since 2007, having initially entered the industry through working for two small financial planning practices and latterly as Principal of Plutus Financial. Prior to Financial Planning, Kevin spent over twenty years in senior management roles with I.T. companies in Europe and the Asia Pacific Region specialising in Newspaper Production.
Kevin is experienced in all aspects of Risk, Superannuation, Investment and holds the following qualifications, licenses and specialist accreditations:
- Advanced Diploma in Financial Planning
- ASX Listed Products
- Self Managed Super Funds
- Justice of the Peace in New South Wales
Kevin is a Director of Websearch Business Services Pty Ltd, trading as Plutus Financial and is an Authorised Representative of Chaucer Group Pty Ltd.
Kevin is authorised by Chaucer Group Pty Ltd to advise and deal in the following financial products:
- Deposit products (Cash and Term Deposits)
- Debentures, Stocks and Bonds issued by a government body
- Personal and Business Risk Insurance products (e.g. Income Protection, Total and Permanent Disability, Trauma, Life cover, Business Overheads Insurance and Group Life Insurance)
- Life Insurance Investment products
- Managed Investment Schemes (e.g. Managed Funds, Unit Trusts, Investments and Funeral Bonds)
- Superannuation including Self Managed Super Funds and Retirement Savings Accounts
- Retirement Income Streams
