Financial Adviser
· CANNON HILL, QLD
Sharon Diane Kennedy
No disciplinary history on record with ASIC
CANNON HILL,
QLD
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000429100
About Sharon Diane Kennedy
Sharon Diane Kennedy is a financial adviser based in Cannon Hill, Queensland, with 17 years of experience in the financial services industry since 2009. Sharon is currently authorised under Lifespan Financial Planning. Sharon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sharon's qualifications include a Master of Financial Planning from Kaplan Education. Sharon is a member of AFP - Financial Planner (FPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
TRIBECA
2008
Advance Diploma of Financial Services (Financial Planning)
Kaplan Education
2009
SMSF Accreditation
Kaplan Education
2017
Master of Financial Planning
Kaplan Education
2020
Ethics & Professionalism in Financial Advice \
Ethics - Kaplan Education
Registration History
A.C.N. 603 037 510 PTY LTD
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register