Kinvale

OUR PEOPLE


	Philip Moore B.Com CA Licensed Financial Planner With a holistic and individualised approach to wealth creation and financial security for his clients, Kinvale Principal Phil Moore has become one of Australia's most trusted and preferred choices for financial advice. He is a member of the Institute of Chartered Accountants, Authorised Representative of Securitor Financial Group Ltd, Licensed Dealer in Securities, Registered Life Insurance Broker and, after starting his career in 1982, has more than 26 years financial experience. His rare skill set of accounting, taxation and financial planning knowledge, coupled with a dedication to extensive research in financial markets, enables him to deliver out-of-the-square, tailored financial security options that deliver results for Kinvale clients. Phil finds it very satisfying to help people create wealth. Whether they're just starting out, well on their wealth creation journey or enjoying the fruit of their wealth in retirement, he endeavours to help them achieve the lifestyle they're after through an individual strategy that's right for them. Having been involved in retail finance since 1993, Phil is now highly regarded in the industry and contributes at a national level to industry standards and practice. He is presently NSW Representative on the inaugural Securitor Product Advisory Council, is on the DWS (Deutsche) Advisory Board and contributes to the Credit Suisse Advisor Focus Groups. Prior to this he served the full two-year tenure from 2006 to 2007 as NSW Representative on the Securitor National Advisory Council. He is often asked to attend various industry focus groups and has participated in advisor panels for the Securitor National Convention and the St. George Margin Lending Convention. He has presented to the Board of Macquarie Margin Lending, Asgard's Senior Management Team in Perth, and the programming team for Asgard's AdviserNETgain, which was launched in November 2006 (Kinvale was the first office to use this new software).

	Aaron Wilkinson B.Com Accountant/Paraplanner Aaron joined Kinvale as an Accountant in 1999, specialising in the complex worlds of superannuation, tax returns and small business accounting. Just prior to Kinvale selling its accounting arm of the business in April 2006, in November 2005 Aaron moved across to Kinvale Financial Planning in the role of Paraplanner. Coupled with his accounting background, he has become a dynamic strategist who tailors financial plans to suit the goals and lifestyles of individual clients. He is also able to make technical financial information accessible to our clients. These skills, along with his longevity with the organisation and prior knowledge of our their unique circumstances through his accounting services, have made him a valued member of the team who clients trust. In January 2008 Aaron completed his training to become a Chartered Accountant and is now extending his skills by undertaking a Diploma in Financial Planning. He is expected to join Kinvale Principal Phil Moore as a Licensed Financial Planner in 2009, offering extended access to Kinvale's expertise in wealth creation and the holistic and tailored approach that's valued by our clients. As a reward for his efforts at Kinvale, on 1 April 2008 he was appointed 10% share holding in the business.

	Hugh McKensey B.Com, FCA, Cert.FP Chartered Accountant/Authorised Representative of Securitor We're pleased to offer our clients the extensive skills and industry knowledge of Consulting Licensed Financial Planner Hugh McKensey. Hugh joined Kinvale on 1 July 2008 following his extensive service to Forsythes Group. He joined its antecedent firm, Forsythe & Co, in January 1963 and became Partner of Forsythes Chartered Accountants in 1972. He held the positions of Managing Partner of Forsythes from 1987 to 2003, Chairman and Senior Partner of the Forsythes Group 2003 to 30 June 2008. He was also Representative of Forsythes Financial Services Pty Ltd (holder of Financial Services Licence No 240946) and Registered Company Auditor. Our clients now benefit from his 45 years experience in the accounting and retail financial industries, in which he has regularly provided financial advice to clients in New South Wales and Queensland. He has specialised in: Evaluating investment opportunities including small to medium sized property developments and making recommendations regarding such investments; syndicating property developments and businesses; providing superannuation and investment advice including strategies, appropriate structures and investments; providing advice on tax effective business structures and strategies for wealth creation and succession planning. Hugh's alliance is particularly valued since he and Phil worked together at Forsythes from 1987 to 1995. Hugh has been a Chartered Accountant (Institute of Chartered Accountants) since 1970 and Fellow of the Institute of Chartered Accountants in Australia since 1978. He holds a Bachelor of Commerce degree through The University of Newcastle and a Graduate Certificate in Financial Planning through the Financial Services Institute of Australia. Hugh and wife Patricia have three children and five grandchildren (with more on the way).

	Mike Gray DFP1, DIP TAS Paraplanner Mike joined the Kinvale team in February 2008 as a Paraplanner. He brings to the team more than five years of paraplanning experience, along with a host of other skills and experience in such areas as accounting, graphic design and adult training. He's currently working on his IPS146 qualification in the Financial Services industry. Mike has decided that he is more than happy to use his quality research and business skills to be a professional Paraplanner instead of steering his career into the advisory role. 'It's a great team atmosphere.'

	Nichola Delohery Dip.Bus, DFP1, DFP2 Client Service Manager Nichola made a career move from the real estate industry to join the Kinvale team in November 2007 in a support role for the Financial Planners and Paraplanners. She's now extending her skills by training to be a Paraplanner, currently undertaking her IPS146 accreditation in Financial Planning. Her career will ultimately take her through to advising. Clients and staff alike find her a delight to have around the office with her cheery personality. 'Some of the things I like about Kinvale are the great team, the friendly environment, the good professional relationships I’ve built with our clients and I’m always learning new skills.'

	Jill Moore B.Com Office Manager Jill has a 26-year background in office administration and accounting, having worked in both chartered accounting and commerce. She was secured in 2004 to manage operations at a strategic time of rapid expansion in Kinvale's history. After initially managing the administration side of the organisation, her role has since extended to undertaking business management activities that ensure Kinvale operates efficiently into the future. Jill has been integral to the success of Kinvale; her executive assistant activities through the years, supporting Phil's role, combined with her personable approach to client liaison has fostered trusted client-adviser relationships, which provides strong foundation for growth.

	Liz Kinloch Administrative Support Having served the organisation previously in her career, Liz returned to Kinvale in March 2000 as Receptionist and has since moved into part time administrative support. Her exceptional secretarial and administration skills gained in Personal Assistant and Reception roles throughout her career provides a robust foundation for the efficient delivery of client services by our Financial Planners and Paraplanners. Although mainly working behind the scenes in administration now, the quality professional relationships she developed with clients during her Reception role continues. 'I enjoy connecting with our clients. I also like the variation in work and our staff members. We all get on so well; it's always a pleasure to come to work.'

	Judith McMahon CERT IV Fin Srvcs Client Service Judy joined Kinvale in March 2006 in the Client Service role. She assists the Financial Planners and Paraplanners part time with administration and processing services, enabling them to efficiently deliver services to clients. She has an extensive background in insurance and client liaison. Her personable and professional approach to her role has earned her a positive rapport with clients. 'There's a dynamic buzz about the office; I like the atmosphere. Everyone gets on really well.'

	Kristen Hadley Client Service Kristen began with Kinvale on Reception in March 2002 before joining the Client Service Team. When she began her family we didn't want to lose her skills, knowledge of our organisation and rapport with clients so we adopted a flexible, family-friendly approach to her career with us. She currently provides part time administrative support for the Financial Planners and Paraplanners while she dedicates time to her children's formative years. Her customer service approach is highly valued by our clients, who are in regular contact by phone with her. 'The people I work with are great; everyone has their own strengths and together we make a great team. I also like the rapport I've built with clients over the years, and helping them through the paperwork and timing behind the financial planning strategies presented to them, which at times can be very daunting.'

	Ainsley Collins Receptionist/Administration Assistant Ainsley joined the Kinvale team in August 2007 as Receptionist. With a strong background in Reception and secretarial support at accounting and financial planning businesses, mostly in the Sydney area, she quickly earned the respect of Kinvale clients and team members for her efficient yet personable approach to their enquiries for assistance. She is the first welcoming face of the organisation and a valued team member. 'I enjoy working in this close-knit team. Everyone's friendly and helpful; they're lovely to work with and professional.'