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Kevin Shen's
email & phone

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Current Position:

Private Wealth Adviser at Ord Minnett

Experience:

14 years

Location:

Sydney, New South Wales

How to contact Kevin Shen

Last updated:2025-08-25
emailk********n@ords.com.au
phone+61-411-***-*48
LinkedIn
Twitter
Instagram

Analytics

According to LinkedIn Kevin Shen started working on 2011, then the employee has changed 7 companies and 7 jobs. On average, Kevin Shen works for one company for 1 year 6 months. Kevin Shen has been working as a Private Wealth Adviser for Ord Minnett for 243 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Private Wealth Adviser at Ord Minnett

Dec 2024 - Current

Senior Private Wealth Adviser at Focus Partners Australia

May 2023 - Sep 2024

Senior Financial Adviser/Director at Merit Planning Hills and Macarthur

Jan 2018 - Nov 2022

Principal Financial Adviser at Advizr Financial Services

Jun 2017 - Nov 2017

Financial Adviser at Super Advice Services

Apr 2016 - Oct 2016

Wealth Adviser at NAB

Nov 2014 - Mar 2016

Adviser Service Consultant at Macquarie Group

Dec 2013 - Oct 2014

Team Coach at Russell Investments

Nov 2011 - Nov 2013

Education

Graduate Diploma of Financial Planning at Kaplan Professional

Advanced Diploma of Financial Planning at AAMC Training Group

Diploma of Financial Services (Financial Planning) at AAMC Training Group

Skills

Financial Advisory, Succession Planning, Private Wealth Management, Portfolio Management, Philanthropy, Superannuation, Financial Reporting, Life Insurance, Stakeholder Management, Financial Services

Frequently Asked Questions

How long has Kevin Shen been working as a Private Wealth Adviser?

Kevin Shen's total experience in various companies as a Private Wealth Adviser 8 months.

What is Kevin Shen's minimum period of employment in the companies?

Kevin Shen's minimum period of employment in various companies is 5 months.

What is Kevin Shen's average duration of employment for different companies?

On average, Kevin Shen works for one company for 1 year 7 months

What industries has Kevin Shen worked in?

Kevin Shen works in the Financial Services.

What positions has Kevin Shen held before?

Previously, Kevin Shen worked as a Senior Private Wealth Adviser, and Senior Financial Adviser/Director, and Principal Financial Adviser, and Financial Adviser, and Wealth Adviser.

How do I contact Kevin Shen?

Kevin Shen's email address is k********n@ords.com.au, phone number is +61-411-***-*48. Sign up to get contact details.

Who are Kevin Shen's peers at other companies?

Kevin Shen's peers at other companies are Shane OGrady CFP® and Chris McSwain and Anthony McInnes
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Kevin Shen Namesakes

Name
Company
Position
K
Housing ACT
Senior Project Manager / Team Leader
K
Senior User Experience Designer
K
Localization Producer
K
Channel Account Manager, Americas & APAC
K
FEI.com Inc
Senior Database Architect
K
Senior Software Engineer
K
AI & Data Engineering

Other employees at Ord Minnett

Name
Company
Position
C
Senior Investment Advisor
N
Private Client Advisor
J
Senior Investment Adviser
J
Senior Financial Adviser
S
Head of Platform, Product & Adviser Support
M
Senior Research Analyst
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