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Kevin
Bailey

Leading financial planner.

Profile

A Certified Financial Planner practitioner and former director of the Financial Planning Association, Kevin received a Distinguished Service Award in 2002 and was made a Fellow of the FPA in May 2005.

Current work

Kevin currently sits on the FPA's Conduct Review Commission and Professional Conduct Committee. He was Financial Planner of the Year in 1998 and the highest rated premier adviser with independent ratings agency Advisor Ratings for 2003 and 2004.

Previous experience

Kevin has been a practising financial planner since 1986. He was Victorian State Manager of Monitor Money Corporation before establishing The Money Managers in 1996. The Money Managers later became part of the Shadforth Financial Group. The Federal Government appointed Kevin to the National Advisory Committee on Ageing from 2001-2004. He has also been a member of the Melbourne chapter of ASIC’s Business Consultative Panel and an expert witness in several legal cases.

Author: Kevin is the author of Your Money Guide and Money Guide 2. He has also presented radio talkback programs for the ABC and 3AW, contributed a weekly finance column for the Herald Sun between 1998 and 2009 and has contributed to several journals and magazines. He has spoken worldwide on financial matters and on business and leadership.

Kevin was the Honorary Consul General for East Timor from independence in 2002 until 2013. He is a director of the Investment Advisory Board of the Sovereign Wealth Fund of East Timor which manages over $10 Billion from their Petroleum Resources. He was a director of Action Aid Australia and remains active in providing aid to East Timor, India and other developing economies through several charitable organisations. Kevin heads the Philanthropic Services division of the Shadforth Financial Group and is extremely active in both charitable organisations and church activities, particularly in the area of marriage and family.

Expertise
Topics
  • Mastering Leadership
  • Change Management
Feedback
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… your speech touched on all aspects of the programme, leading by example, having balance in your life or as you put in, having 3 dimensions in your life not just one, giving back through community service, living the values of integrity and honesty...standing up for what you believe is right by doing something about it..

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

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'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

“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 ‘spot on’ to the theme of our conference program.”

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

Kevin was great. He provided his presentation documentation on time and was very easy to deal with. He was great fun on the night too and our membership was pleased with his presentation.

Australian Physiotherapy Association
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