Kenneth Beanland

kenneth

Director – Financial Advisory

Portfolio management

Equities

Fixed interest

Strategic asset allocation

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.

Qualifications

  • Graduate Diploma of Financial Planning, Kaplan 2013
  • Bachelor of Economics (International Trade & Finance), University of Queensland 2011
  • Level 1 & 2 – Accredited Derivatives Adviser 2015
  • Responsible Executive ASX (Securities Markets, Clearing & Settlement) 2021

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 also 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.

Memberships

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

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