James Lachlan Kennedy
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002531
- Location
- Geelong VIC 3220
- Licensee
- Cumulus Financial Group Pty Ltd (AFSL 452645)
- Authorised since
- 1 July 2024
- First provided advice
- 2012
- Qualifications
- Bachelor Degree, Deakin University (2010); Certified Financial Planner, Financial Planning Association (2019); Ethics and Professionalism in Financial Advice, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About James Lachlan Kennedy
James Lachlan Kennedy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 001002531).
Advice is given under the Australian financial services licence of Cumulus Financial Group Pty Ltd, licence number 452645. The current authorisation started on 1 July 2024.
The register records 2012 as the year James first provided financial advice. Qualifications and training on file include Bachelor Degree (Deakin University, 2010), Certified Financial Planner (Financial Planning Association, 2019) and Ethics and Professionalism in Financial Advice (Kaplan, 2022). James is recorded as a member of Financial Advice Association of Australia (FAAA).
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Lachlan Kennedy a registered financial adviser?
Yes. James Lachlan Kennedy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002531.
Which licensee does James Lachlan Kennedy work under?
Cumulus Financial Group Pty Ltd, Australian financial services licence 452645.
What can James Lachlan Kennedy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.