Financial Adviser
· ROBINA, QLD
Terri Cheree Kenyon
No disciplinary history on record with ASIC
8
Years experience
ASIC Registered · ADV 001271114
Terri Cheree Kenyon is a financial adviser based in Robina, Queensland, with 8 years of experience in the financial services industry. Terri is currently authorised under Lifestyle Asset Management Pty Ltd. Terri holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Restrictions: Restriction on providing advice on establishment of new SMSFs
Qualifications and Training
2018
Diploma of Financial Planning
IIT
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Restriction on providing advice on establishment of new SMSFs
Excludes margin lending facility
Authorised to give general advice only
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
NEXT GENERATION ADVICE PTY LTD
NEXT GENERATION ADVICE PTY LTD
NATIONAL ADVICE SOLUTIONS PTY LTD
NATIONAL ADVICE SOLUTIONS PTY LTD
SMART SOLUTIONS GROUP (AUST) PTY LTD
THE ADVISORY FIRM PTY LTD
Source: ASIC Financial Advisers Register