Operations

Kinvale Financial Planners was established in 1997. It is independently owned by Principal Philip Moore who is licensed by Securitor, which is owned by St George Bank. Accountant/Paraplanner Aaron Wilkinson has a 10% share holding in the company.
 
As Licensed Financial Planners and Authorised Representatives of Securitor, Philip Moore and Hugh McKensey are authorised to provide financial planning services and advice through Kinvale Financial Planners.

The organisation specialises in investment and retirement planning. While based in Newcastle, most of our team is well-travelled and comes from across Australia and as far as the UK.

Mission

• Offer a full range of financial services to our clients.
• Be trustworthy and honest in all our endeavours.
• Convey high standards of respect and professionalism to our clients, associates and others who make contact with our organisation.
• Carry out our role with enthusiasm.
• Be correct in our judgments.
• Maintain exceptionally high standards of professional skill and technical expertise in our selected areas of technical competence.
• Deliver our promised service on time.
• Have the professional integrity to seek specialist guidance where needed.
• Position our practice at the forefront of its field by maintaining our technological edge.

Business Objectives

• Improve the financial performance, competitive advantage and economic positioning of our clients in a very demanding business and economic environment. 
• We recognise that the business and investor community at large requires commercially sound strategies to achieve profit, growth and wealth creation objectives. Therefore, our professional and support staff aim to deliver commercial solutions to clients through diverse and relevant commercial experience and a commitment to maintaining the highest standards in technical training and competency.