Financial Adviser
· WYNNUM, QLD
Adam John Sutherland Kennedy
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264763
Adam John Sutherland Kennedy is a financial adviser based in Wynnum, Queensland, with 21 years of experience in the financial services industry. Adam is currently authorised under Shartru Wealth Management Pty Ltd. Adam holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accountancy) from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business (Accountancy)
Queensland University of Technology
2005
Graduate Diploma of Applied Finance and Investment
Securities Institute
2006
Graduate Diploma in Financial Planning
FINSIA
2011
Margin Lending and Geared Investments
Kaplan Professional
2014
SMSF Accredited Specialist
Colonial First Tech
Registration History
MORRISON CARR FINANCIAL SERVICES PTY LIMITED
MORRISON CARR AUSTRALIA PTY LIMITED
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
TVISION PTY LTD
Source: ASIC Financial Advisers Register