Professional Summary

Professional Overview

Kevin Daly is the CEO and Founder of Value-Ad, a leading provider of innovative financial advisory and wealth management services. With over 25 years of industry experience, he has established himself as a respected expert in the financial services sector, driving strategic growth and delivering exceptional client outcomes.

Experience Summary

Current Role

As the CEO and Founder of Value-Ad since 2004, Kevin has been instrumental in shaping the company's vision and driving its expansion. Under his leadership, Value-Ad has become a trusted partner for high-net-worth individuals and businesses, providing comprehensive financial planning, investment management, and tax optimization solutions.

Kevin's key responsibilities include overseeing the firm's overall strategic direction, fostering a culture of excellence, and ensuring the delivery of exceptional client service. He has led the development of innovative products and services, positioning Value-Ad as an industry leader in the ever-evolving financial landscape.

Career Progression

Prior to founding Value-Ad, Kevin held notable roles in the financial services industry. He served as the Branch Manager at Sage Life from 1994 to 2002, where he demonstrated his expertise in client relationship management and business development. Earlier in his career, he gained valuable experience in marketing information systems at AA Life from 1992 to 1994.

Throughout his career, Kevin has consistently displayed a strong understanding of market trends, regulatory changes, and client needs, enabling him to navigate the industry with agility and deliver sustainable growth for his organizations.

Academic Background

Kevin holds a Bachelor's degree in Finance from the University of New South Wales, where he graduated with distinction. His academic achievements and specialized knowledge in finance have been instrumental in shaping his professional success.

Areas of Expertise

• Financial planning and wealth management

• Investment portfolio construction and optimization

• Tax minimization and optimization strategies

• Regulatory compliance and risk management

• Strategic leadership and business development

• Entrepreneurship and innovative product/service development

Professional Impact

Under Kevin's leadership, Value-Ad has become a recognized leader in the financial services industry, known for its client-centric approach, innovative solutions, and exceptional results. The firm has consistently outperformed industry benchmarks, and Kevin's strategic vision has positioned Value-Ad for continued growth and expansion.

Kevin is also an active contributor to the financial services community, frequently sharing his insights and expertise through industry publications and speaking engagements. His thought leadership and commitment to professional development have earned him a respected reputation among his peers.

Conclusion

With his extensive experience, deep industry knowledge, and proven track record of success, Kevin Daly is a respected leader in the financial services sector. As the CEO and Founder of Value-Ad, he continues to drive innovation, enhance client outcomes, and contribute to the overall advancement of the industry.