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Degree of Bachelor of Business (1976) Associate of the Australian Society of Accountants (1981). Certified Practising Accountant of the Australian Society of Accountants (1985). Associate of the Institute of Chartered Accountants (1991). Certified Financial Planner (1999). Chartered Accountant (Financial Planning Specialist) (2000). Honorary Degree of Doctor of the University (CQU) (2005). Fellow of the Institute of Chartered Accountants (2005).
Partner, Kennas Chartered Accountants, Rockhampton. Director of Kennas Financial Services Pty Ltd, Australian Financial Services Licencee Number 239168, Rockhampton.
Employed as an accountant with Kennas from November 1976 to December 1982 and from July 1987 to June 1994. Admitted as a partner of the firm on 1 July 1994. Experience gained in all aspects of public accounting over the past 32 years. Began financial planning in September, 1987 and currently heads up Kennas Financial Services Pty Ltd, the firm’s Financial Planning Division. Specialist interest in wealth creation, superannuation and retirement planning.
Placed in top 5% nationally for all technical module examinations for the Professional Year Program of the Institute of Chartered Accountants in Australia. Awarded Queensland Candidate of 1989/90 Accounts Module. Placed 3rd in Australia in Taxation Module 1990. Member of Personal Investor Master Class 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007 and 2008 (Top 50 Financial Planners).
Currently Chair of the Central Queensland Chapter of the Financial Planning Association. Member of the Council of the Central Queensland University from 1995 to 2004. Deputy Chancellor of Central Queensland University in 2001 and 2002. Past member of CQU Property and Finance Committee, CQU Audit Committee, CQU Executive Committee and CQU Management & Governance of International Operations & Development Project. Chairman of CQU Property and Finance Committee from 1998 to 2004. Awarded Honorary Degree of Doctor of the University by CQU in 2005 in recognition of service given.
Past Group Chairman for the Rockhampton Branch of the Institute of Chartered Accountants of Australia, and currently ICAA Liaison Officer with CQU. |