Kevin Shen

Private Wealth Adviser

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Background

Kevin brings over a decade’s worth of experience in the financial planning industry and is dedicated to helping clients achieve longterm financial success. He provides holistic advice tailored to each client’s goals, with a focus on building and preserving wealth, and intergenerational wealth transfer.

He takes a collaborative approach, working closely with clients’ accountants, solicitors, mortgage brokers, and other trusted professionals to ensure a seamless and integrated strategy. Kevin is passionate about supporting high net worth individuals, families, and business owners in achieving and maintaining financial freedom.

His commitment to personalised service and strategic advice ensures clients receive guidance that evolves with their needs, delivering confidence and clarity at every stage of their financial journey

Areas of Expertise

Key Services

Financial
Planning

Investment Advice
& Strategy

Portfolio Construction 
& Management

Portfolio Reporting & Administration

Superannuation
& SMSF

Stockbroking

Retirement
Planning

Philanthropic
Giving

Investment & Market Research

Qualifications

Graduate Diploma in Financial Planning, Kaplan Professional
Advanced Diploma Financial Planning, AAMC Training Group
Diploma of Financial Services (Financial Planning), AAMC Training Group

Certifications

Tax for Financial Advising, Kaplan Professional
Commercial Law, Kaplan Professional

Areas of Advice

Asset allocation
Financial advice
Investment strategies
Redundancy / early retirement
Retirement planning
Superannuation & SMSF

Office

Sydney

Grosvenor Place Level 18, 225 George St Sydney NSW 2000

(02) 8216 6300

sydney@ords.com.au

Map

Testimonials

I have been sending my customers to Kevin, the Financeial Adviser from Ord Minnett for the past few months, Kevin has displayed professionalism with excellent knowledge and experience. I recommend Kevin to any future clients.

Soma Somasundaram

Kevin Shen has been a fantastic partner to work with from the outset. He is always on top of the latest news and geoeconomic trends to deliver quality and timely strategic advice. It's a great relief to find such a capable financial planner to support my high net worth clients and will continue to recommend him for all wealth advisory services.

Dean Inzitari

I've had the absolute pleasure of dealing with Kevin and can't speak highly enough of him. Kevin is patient, knowledgeable and did an amazing job with a complex financial plan. If you're a HNW investor and need a Financial Planner who can help you achieve your goals, look no further than Kevin.

Mike Stamos

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