Sharon Diane Kennedy
Financial Adviser in Cannon Hill, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000429100
- Location
- Cannon Hill QLD 4170
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 29 March 2023
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), TRIBECA (2007); Advance Diploma of Financial Services (Financial Planning), Kaplan Education (2008); SMSF Accreditation, Kaplan Education (2009); Master of Financial Planning, Kaplan Education (2017); Ethics & Professionalism in Financial Advice \, Kaplan Education (2020)
- Memberships
- AFP - Financial Planner (FPA); 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 Sharon Diane Kennedy
On the Financial Advisers Register kept by ASIC, Sharon Diane Kennedy appears as a current financial adviser in Cannon Hill, Queensland, adviser number 000429100.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 29 March 2023.
According to the register, Sharon first provided financial advice in 2009. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (TRIBECA, 2007), Advance Diploma of Financial Services (Financial Planning) (Kaplan Education, 2008) and SMSF Accreditation (Kaplan Education, 2009). Professional memberships recorded: AFP – Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Sharon 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 Sharon Diane Kennedy a registered financial adviser?
Yes. Sharon Diane Kennedy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000429100.
Which licensee does Sharon Diane Kennedy work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Sharon Diane 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.