Adam John Sutherland Kennedy
Financial Adviser in Wynnum, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264763
- Location
- Wynnum QLD 4178
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 1 May 2014
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology (1999); Graduate Diploma of Applied Finance and Investment, Securities Institute (2005); Graduate Diploma in Financial Planning, FINSIA (2006); Margin Lending and Geared Investments, Kaplan Professional (2011); SMSF Accredited Specialist, Colonial First Tech (2014)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam John Sutherland Kennedy
On the Financial Advisers Register kept by ASIC, Adam John Sutherland Kennedy appears as a current financial adviser in Wynnum, Queensland, adviser number 000264763.
The licensee Adam advises under is Shartru Wealth Management Pty Ltd (AFS licence 422409). That authorisation dates from 1 May 2014.
The register records 2005 as the year Adam first provided financial advice. Qualifications and training on file include Bachelor of Business (Accountancy) (Queensland University of Technology, 1999), Graduate Diploma of Applied Finance and Investment (Securities Institute, 2005) and Graduate Diploma in Financial Planning (FINSIA, 2006).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products and government debentures, stocks and bonds, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam John Sutherland Kennedy a registered financial adviser?
Yes. Adam John Sutherland Kennedy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264763.
Which licensee does Adam John Sutherland Kennedy work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Adam John Sutherland Kennedy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.