Financial Adviser · BRISBANE CITY, QLD

James Kenny

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000309655

James Kenny is a financial adviser based in Brisbane City, Queensland, with 19 years of experience in the financial services industry. James is currently authorised under Jemm Wealth Advisers Pty Ltd. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. James is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Commerce in Financial Planning and Investment
Griffith University
2009
Certified Financial Planner
Financial Planning Association of Australia
2010
SMSF Adviser Education Program
Financial Essentials

Registration History

Oct 2019 - Present Current
AON HEWITT FINANCIAL ADVICE LIMITED
Jul 2018 - Oct 2019 Ceased
Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products (b) life risk insurance products, Interest in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, Standard Margin Lending Facility, Government Debentures, Stocks or Bonds and Superannuation.
May 2016 - Jun 2018 Ceased
May 2015 - Apr 2016 Ceased
Jan 2007 - Apr 2015 Ceased

Source: ASIC Financial Advisers Register