Kevin
Bailey
Speaker Profile
Kevin has been practicing as a financial planner since December 1986. He was Victorian State Manager of Monitor Money Corporation for nine years before leaving in 1996 to establish the Money Managers Ltd, a ‘Fee for Service’ Advisory organization and Licensed Securities Dealer. In November 2008 The Money Managers merged with Shadforth Financial Group and became a wholly owned subsidiary business.
Kevin is a Certified Financial Planner and is a former Director of the Financial Planning Association (FPA). He received a Distinguished Service Award in 2002 and he was made a Fellow of the FPA in May 2005. He currently sits on the Conduct Review Commission and the Professional Conduct Committee for the FPA. He was awarded the Financial Planner of the Year in 1998 and was the highest rated premier adviser with independent ratings agency “Advisor Ratings” for 2003 and 2004.
The Federal Government appointed Kevin to the National Advisory Committee on Ageing between 2001 and 2004 and he has given evidence before a Senate Select Committee into fees and commissions in the financial planning industry. He has been a member of the Melbourne chapter of ASIC’s Business Consultative Panel. He has acted as an expert witness in a number of cases in his capacity as a financial planner.
Kevin has written two books on Finance and Investment, ‘Your Money Guide’ and ‘Money Guide 2’. He has presented radio talkback programs for both the ABC and 3AW in Melbourne and regional Victoria. He has written a weekly finance column for the Herald Sun newspaper for over ten years between 1998 and 2009 as well as having contributed to numerous journals and magazines in the investment industry. He has spoken around the world on financial matters as well as on the subjects of business and leadership. He is represented by Saxton Speakers Bureau.
Kevin is very involved in community issues. He has been the Honorary Consul General for East Timor since independence in 2002. He runs a Consulate for East Timor in Melbourne in addition to his duties in the Shadforth Group. He is a director of the Investment Advisory Board of the Sovereign Wealth Fund of East Timor which manages in excess of $5 Billion from their Petroleum Resources. He is a Director of Action Aid Australia and is active in providing aid to East Timor through a number of organizations. He is the patron of Life, Love and Health, a charity established to support women and children in East Timor. He is married with seven children.
Travels from Victoria
Client Comments
Client Comments
- Kevin's presentation was very well received - both from an aged care industry perspective, as well as every individual delegate at the congress. He made sure his presentation was relevant and interesting. His presentation style was relaxed and professional. We were very impressed and everyone took home some important messages. Thanks
Aged Care Victoria - Kevin was very well received and many came back later to buy his book. His presentation was polished, directed to our customers and to the point.
MiTek - Kevin was a very passionate presenter and fully engaged the audience. He was both topical and provocative. After the presentation he made the effort to be available and networked with the audience. I would highly recommend Kevin for subsequent assignments.
BT Financial Group - I had the pleasure of meeting you, albeit briefly, last Friday after your inspirational speech on Leadership at the Melbourne Business Awards
Melbourne Business Awards - Kevin really captivated our audience and was an enthusiastic speaker. He inspired a lot of people to want to get out and really achieve their client service goals
Advent Software - Kevin's presentation was excellent. The topics covered suited the audience admirably.
Betta - Buy Bakers Pty Ltd - Kevin was a very passionate presenter and fully engaged the audience. He was both topical and provocative. After the presentation he made the effort to be available and networked with the audience. I would highly recommend Kevin for subsequent assignments.
BT Financial Group - "I would very much like to thank you for sharing your wealth of knowledge and experiences with us and for making the presentation interesting, informative and industry relevant."
Credit Union Services Corporation - "What a marvellous job you did for us in presenting a session on ethical investments. You may be interested to know that participants continued to actively discuss your advice during informal periods, and it is clear to us that your comments were
Teacher Credit Unions - "In many ways, you elevated the level of performance required to be successful, but at the same time demystified parts of the financial planning process. At the time of your presentation we were well and truly into the latter part of the day, yet the audience showed no sign of having had enough at the end of your session."
Now Financial Services
Topics
Speaker Topics
- Being an Agent and not Victim of Change
- Corporatising Your Business (and Getting your Life Back)
- How to Succeed in Business
- Lessons in Leadership
- Managing Your Money
- Planning to Maximise your Wealth
- The Seven Deadly Sins of Investing in Shares
- Understanding Investment Risk
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