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Kenneth Beanland, CFA

Director, Financial Advisory

Contact

Email Kenneth (07) 3228 4203 Brisbane

  • CFA® charterholder, CFA Institute
  • Graduate Diploma of Financial Planning, Kaplan
  • Bachelor of Economics (International Trade & Finance), University of Queensland
  • Level 1 & 2 – Accredited Derivatives Adviser
  • Responsible Executive ASX (Securities Markets, Clearing & Settlement)

  • Economics Society of Queensland
  • Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Affiliate Member of the Financial Services Institute of Australasia
  • Tax (Financial) Adviser

Expertise

Kenneth is experienced in providing equities & fixed interest analysis, asset allocation and Portfolio management with a focus on enabling clients to help achieve their investment goals.  His aim is to provide long-term wealth creation through objective, informed and judicious analysis. His areas of expertise include:

  • Portfolio management
  • Equities
  • Fixed interest
  • Strategic asset allocation

Background

Kenneth began his career over a decade ago in the financial services industry. During this time, it has helped him develop a robust understanding of quality asset analysis, asset selection and long-term investment management expertise.

Since 2014 he has been a licensed financial adviser and a member of the financial advisory division of Vincents.  Kenneth’s time in Vincent’s has been involved in the exclusive provision of Investment management.

The principal assignment Kenneth undertakes is investment management related primarily to private and corporate clients.  His advice includes the areas of; equities & fixed interest analysis, portfolio management, Strategic asset and sector allocation, macro- economic analysis other related financial strategies.

Kenneth achievements are contributable to hard work and dedication to his clients which has culminated in him Joining the Vincent’s leadership team in 2021.

Insights from Kenneth

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March 2024 Market Update Webinar with Mark Allara and Kenneth Beanland

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Investment Market Update – March 2022