Kevin So
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Executive Summary
Kevin So is a Senior Financial Planner with 18.3 years of experience in the industry. Based in Melbourne, Australia, he is passionate about making a positive impact on the lives of his clients and their families. With a background in client management and administration, Kevin has worked with high net worth and professional clients across Metropolitan Melbourne, helping them grow and protect their wealth. He is dedicated to helping clients grow and protect their wealth. Kevin is eager to have an impact on the lives of many more clients in his career.
Contact Information
Current Workspace
Grimsey Wealth Pty Ltd
Senior Financial Planner | Certified
Senior Financial Planner | Certified
Professional Background
Personal Interests
Colleagues
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