Sky Kendall
BIntBus GDipAppFinInv
Senior Investment Adviser / Principal
I am dedicated to a 'client-first' focus with a view to building long-term relationships.
Sky is an Investment Adviser and Principal of the Spring Hill office. She provides strategic, tailored, investment solutions to create and preserve wealth for her clients. Before opening the Spring Hill office in 2008, she was an Adviser at Goldman Sachs JBWere.
Investment Style
Sky provides portfolio management and investment advice taking into account the needs, objectives and risk profile of clients. She strongly believes in the benefits of good quality investments within a diversified portfolio and focuses on capital preservation and ongoing risk management over a medium to longterm time frame.
Services and Specialties
Wealth Management
Stockbroking
Fixed Interest and Cash Management
Portfolio Administration
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of International Business
Graduate Diploma of Applied Finance & Investment
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Generic
Managed Investments
Margin Lending
Superannuation
Derivatives Level 1
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.
