Ethical Financial Advice

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Contact details

Address: Level 1- 7/3972 Pacific Highway, Brisbane, QLD 4129
Brisbane City North
Tel: 07 3348 3866

No telemarketers, please

Fax: 07 3387 0101
http://www.ethicalfinancialadvice.financialwisdom.com.au
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About Ethical Financial Advice

Adam Kennedy is a financial planner operating in the Brisbane metro area with offices in Wynnym West and Loganholme of Bayside and Redlands. 

Our value proposition is " We work alongside our clients providing them fair, cost effective and ethical advice to help empower them to make the most important financial decisions and personal choices along their life journey”.

We provide financial planning advice and service in investment, super (including SMSF), insurance, retirement planning strategies, gearing, direct shares and Centrelink.  Adam Kennedy holds a B.Bus (Accounting) and Graduate Dip in Applied Finance & Investment and Financial Planning. 

He is a practitioner member of the Association of Financial Advisers (AFA).

K&K Holdings Pty Ltd (trading as Ethical Financial Advice) ABN 42 139 798 324 is a Corporate Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108 and is an Authorised Representative of Financial Wisdom Limited AFSL License No. 231138.

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Opening hours

Mon - Fri
8:30 AM - 5:30 PM
Sat
10:00 AM - 2:00 PM
Sun
Closed

Saturday appointments with clients are by discretion of the management.

Payment options

Visa, MasterCard, Invoice, Cheque, Money Order from Australia Post office is also acceptable. All cheques and money orders are to be made payable to Financial Wisdom Limited

Products & services

Superannuation

02-Feb-2010

Superannuation advice includes wealth accumulation strategies for superannuation, salary sacrifice strategies for superannuation and pre-retirement strategies for maximising your superannuation. Read more


Financial Planning advice

01-Feb-2010

Fair, ethical, cost effective advice from a trained highly qualified professional can assist you achieve your personal financial goals while giving you peace of mind with our simple to… Read more


Financial Advice

01-Feb-2010

Clients have complete freedom to choose how they pay for our service/advice and are engaged each step of the Financial Planning process. Read more


Financial Planning

01-Feb-2010

Investment Advice - direct shares, whole direct managed funds, master trusts Superannuation - retail or SMSF, salary sacrifice, maximise benefits and tax Insurance - all areas of life protection and … Read more


Financial Planner

01-Feb-2010

Our direct, hands on approach to education of clients before we commence any financial planning strategies and implementation will ensure you understand why you are doing something and that all … Read more



News & updates

Check out our new website and what's on offer

23-May-2012

Our website offers clients access to latest news and topics as well as our monthly newsletter and links to other Read more



Best work

SMSF Specialist tax planning end of FY strategies

23-May-2012

We have recently helped a retiring self employed client with a SMSF reduce their final years tax liability and boost Read more



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