Kevin's qualifications
- Diploma in Regulated Financial Planning (UK)
At work
Kevin has been working in financial planning for more than 25 years. Before joining bdhSterling, Kevin was a financial adviser for two of the leading high street banks and more recently for an accountancy firm – within their wealth management division. Kevin joined bdhSterling in January 2019 as part of the UK Financial Planning team.
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Spotlight questions
What’s your best tip for anyone moving to the UK?
Buy a thick coat for winter and enjoy our lovely warm summers.
What’s the best thing about living in the UK?
The climate …it can range from -2 up to 32 degrees within 8 months.
What’s the best thing about working for bdhSterling?
The people I work with and being able to help clients achieve their aspirations.
What’s your best financial tip for anyone moving from the UK to Australia?
Be organised and take advice early before you leave. Moving overseas is a complex area financially so seek professional advice.
What gives you the most satisfaction at work?
Really understanding my clients’ objectives and helping them achieve their goals.
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The information on this website is general in nature. It does not take into account your specific circumstances and should not be acted on without full understanding of your current financial situation, future goals and objectives by a fully qualified financial adviser. In doing so, you risk making commitment to a product and / or strategy that may not be suitable to your needs.