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This profile was last updated on 2/25/15  and contains information from public web pages and contributions from the ZoomInfo community.

Board Member

Email: k***@***.au
Local Address: MELBOURNE, Victoria, Australia
Shadforth Financial Group Ltd
Level 17 100 Pacific Highway North
Sydney , New South Wales 2050
Australia

Company Description: The Shadforth Financial Group is a national federation of wholly-owned financial advisory firms with specialist expertise in a range of client-focussed financial...   more
Background

Employment History

Board Memberships and Affiliations

167 Total References
Web References
Our Team - Halftime Australia | Success to Significance, Life Purpose, Leadership, Mentoring, Philanthropy.
www.halftime.org.au, 25 Feb 2015 [cached]
Kevin Bailey
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Kevin Bailey - Director
Kevin was a founding Director of the Shadforth Financial Group and has a long held commitment to the philanthropic sector.
The Board
www.sfg.com.au, 14 Nov 2014 [cached]
Kevin Bailey
03 9649 2400 kevin.bailey@sfg.com.au View profile
Kevin Bailey
www.cre8conference.org, 24 July 2013 [cached]
Kevin Bailey
...
Kevin Bailey
Kevin Bailey is a Certified Financial Planner and Principal of the Shadforth Financial Group. Shadforth is an ASX listed company and are the largest non-aligned advisory and wealth management organisation in Australia. They advise on in excess of 10 Billion nationally and have offices throughout Australia.
Kevin is a former director of the Financial Planning Association (FPA). He has received the Distinguished Service Award from the FPA, which elected him a Fellow in May 2005. He is a member of the FPA's conduct review commission and professional conduct committee. He has written extensively for the Herald Sun and numerous journals and is the author of two books. He has provided commentary on radio and Television and was a member of the Federal Governments committee on Ageing. He has spoken in several countries around the world on the development of the profession of Financial Planning.
Kevin is a former director of Action Aid Australia, an aid and development agency. He is the Honorary Consul General for East Timor in Victoria and the Patron of Life, Love and Health, a charity established to support women and children in that country. He is a director of the Investment Advisory Board of the $9 Billion Petroleum Fund of East Timor.
Kevin was awarded a Williamson Fellowship by Leadership Victoria in 1999 and more recently was recognised as the recipient of the 2006 Fellows Community Leadership Award. He has been made a Paul Harris Fellow by Rotary International. Earlier in his career, Kevin served with the SAS Regiment in the Australian Army. He is married to Grace and they have run marriage preparation courses for the Catholic Church for over 20 years.
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Kevin Bailey
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Kevin Bailey
Kevin Bailey is a Certified Financial Planner and Principal of the Shadforth Financial Group. Shadforth is an ASX listed company and are the largest non-aligned advisory and wealth management organisation in Australia. They advise on in excess of 10 Billion nationally and have offices throughout Australia.
Kevin is a former director of the Financial Planning Association (FPA). He has received the Distinguished Service Award from the FPA, which elected him a Fellow in May 2005. He is a member of the FPA's conduct review commission and professional conduct committee. He has written extensively for the Herald Sun and numerous journals and is the author of two books. He has provided commentary on radio and Television and was a member of the Federal Governments committee on Ageing. He has spoken in several countries around the world on the development of the profession of Financial Planning.
Onya Soapbox :: Talent :: Kevin Bailey
www.onyasoapbox.com, 1 Nov 2014 [cached]
Kevin Bailey
...
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.
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.
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"Kevin really captivated our audience and was an enthusiastic speaker.
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"Kevin was a very passionate presenter and fully engaged the audience.
Board Member
www.sfg.com.au, 1 Nov 2010 [cached]
Kevin Bailey Principal and Head of Philanthropic Advisory 03 9649 2400 kevin.bailey@sfg.com.au
Kevin Bailey is a Principal of Shadforth Financial Group and a Private Client Adviser, based in Melbourne. In his role, Kevin is responsible for Philanthropic Services as well as responsibilities on the research committee and new business generation.
Kevin has been a practising financial planner since December 1986. He was Victorian State Manager of Monitor Money Corporation before establishing The Money Managers in 1996. This company later became a foundation company 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 cases.
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 contributed to several journals and magazines. He has spoken worldwide on financial matters and on business and leadership.
A Certified Financial Plannerâ„¢ 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.
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. He is an Ambassador of the Future 2 Foundation of the Financial Services profession.
"We need to ensure that we add value at every step of the process. We will do this if we can provide something that clients can't easily do themselves or can't easily get from somewhere else. We have a unique value proposition"- Kevin Bailey.
With a Shadforth Private Client Adviser by your side you can go forth with confidence. Planning your financial future should be a positive experience. As a of part the Shadforth Financial Group, Kevin, like all Shadforth Financial Group Managers and Board Members is committed to creating an advisory business that is built around achieving a client's goals.
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