08:30 – 17:00

Monday to Friday

9/87 Wickham Tce,

Spring Hill, QLD

Adviser Profile

JAMES KENNY
Managing Director
CFP®, B.Comm FP&I, C.Dec
CERTIFIED FINANCIAL PLANNER ®
Authorised Representative No. 309655

 

 

James Kenny is the Managing Director of HSP Private Wealth. James’ career spans more than 20 years in financial services. James spent eleven years working as a financial adviser within a number of high profile Brisbane-based boutique Financial Planning firms prior to establishing HSP Private Wealth in 2018.

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.

James is well regarded for his uncompromising “client first” approach and has been a key-note 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 has been a regular contributor to publications including The Age, The Courier Mail, Financial Review SmartInvestor, The Australian Financial Review, Money Magazine, The Gold Coast Bulletin, and various industry publications including Professional Planner, Risk Info, Money Management, Financial Planning, Wealth Professional and IFA magazines.

Qualifications

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.

Achievements

James was recently awarded Runner-Up in the 2017 PlanPlus Global Financial Planning Awards and was a National Finalist in the 2017 Independent Financial Adviser Excellence Awards. 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 has also previously been awarded the QLD winner in 2011 and 2012 for the Financial Planning Association Best Practice Awards (Certified Financial Planner category) and was recognised as one of the Top 50 advisers in Australia in 2012 by Wealth Professional magazine.

James competed against hundreds of financial planners from across Australia in the AFR Smart Investor Masterclass exam for financial planning in 2010 and 2013 and was awarded a Top-50 honour roll position on each occasion. In 2010, James qualified in the Top 10 nationwide and featured prominently in the February 2011 edition of the Australian Financial Review’s Smart Investor magazine.

James was also a national finalist in the 2009 Financial Planning Association Value of Advice Awards (Pre-retirement Planning Category).

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