Kevin Ly  - Adviser EMAIL: k.ly@EJM.COM.AU MOBILE: 0423 288 168

Kevin Ly  - Adviser

EMAIL: k.ly@EJM.COM.AU

MOBILE: 0423 288 168

About

Experience

I have been in the Financial Services industry for 8 years. I believe that everyone’s economic and life situations are unique and I always keep that in mind when providing financial advice. I believe that personalised service is essential when matching clients with the right financial products and services. I am dedicated to learning about your personal goals and taking that to build a financial security plan focused on achieving your specific needs.

I can provide a range of services to meet your needs including:

  • Superannuation & Self Managed Super Funds
  • Insurance
  • Investments
  • Centrelink & Aged Care advice
  • Retirement Planning
  • Debt Reduction & Budgeting/Cash flow Analysis

Qualifications

  • Bachelor of Business (Accounting), Monash University
  • Diploma of Financial Services
  • Currently studying to become a Certified Financial Planner.

More about Kevin

  • Loves to play and watch soccer. A Manchester United fan.
  • Enjoys travelling widely.
  • Participates in Motorsports